ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,756,183 | -80.5% | 11,210 | -79.8% | 0.01% | -76.4% |
| Q2 2023 | $14,128,022 | +10.6% | 55,517 | +2.3% | 0.06% | +83.3% |
| Q1 2023 | $12,775,938 | -5.2% | 54,271 | -11.2% | 0.03% | -65.1% |
| Q4 2022 | $13,481,235 | -33.6% | 61,090 | -37.7% | 0.09% | -64.8% |
| Q3 2022 | $20,310,000 | -2.7% | 98,098 | +2.1% | 0.24% | +5.6% |
| Q2 2022 | $20,883,000 | -13.7% | 96,061 | +4.1% | 0.23% | -38.6% |
| Q1 2022 | $24,202,000 | +910.1% | 92,246 | +968.4% | 0.38% | +944.4% |
| Q4 2021 | $2,396,000 | +364.3% | 8,634 | +326.8% | 0.04% | +227.3% |
| Q3 2021 | $516,000 | -3.9% | 2,023 | -3.7% | 0.01% | -8.3% |
| Q2 2021 | $537,000 | +19.3% | 2,100 | +10.8% | 0.01% | +9.1% |
| Q1 2021 | $450,000 | -46.8% | 1,895 | -49.9% | 0.01% | -59.3% |
| Q4 2020 | $846,000 | +293.5% | 3,785 | +159.2% | 0.03% | +92.9% |
| Q4 2018 | $215,000 | – | 1,460 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 216,823 | $48,471,000 | 19.37% |
| AlphaCore Capital LLC | 111,582 | $24,944,000 | 18.59% |
| Family Firm, Inc. | 233,544 | $52,899,000 | 15.77% |
| Geller Advisors LLC | 299,746 | $57,005,000 | 14.33% |
| Evensky & Katz LLC | 501,905 | $112,201,000 | 13.88% |
| SCS Capital Management LLC | 6,088,198 | $1,361,016,000 | 13.52% |
| PITCAIRN CO | 737,205 | $164,802,000 | 12.58% |
| Wind River Trust Co | 147,932 | $33,070,000 | 11.92% |
| Financial Services Advisory Inc | 135,719 | $30,340,000 | 11.70% |
| HANTZ FINANCIAL SERVICES, INC. | 129,406 | $28,929,000 | 9.96% |