ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $13,812 | -3.7% | 56 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $14,342 | +8.4% | 56 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $13,233 | +110175.0% | 56 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $12 | -99.9% | 56 | +1.8% | 0.00% | 0.0% |
Q3 2022 | $12,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $12,000 | -20.0% | 55 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $15,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $15,000 | -64.3% | 55 | -77.2% | 0.00% | -83.3% |
Q1 2019 | $42,000 | +10.5% | 241 | +0.4% | 0.01% | 0.0% |
Q4 2018 | $38,000 | -2.6% | 240 | +0.8% | 0.01% | -14.3% |
Q3 2018 | $39,000 | -53.0% | 238 | -52.4% | 0.01% | -41.7% |
Q2 2018 | $83,000 | +5.1% | 500 | +0.4% | 0.01% | 0.0% |
Q1 2018 | $79,000 | – | 498 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TLWM | 207,633 | $49,259,000 | 18.69% |
AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |