ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,127,325 | +42.0% | 4,600 | +47.5% | 0.05% | +29.3% |
| Q2 2023 | $793,699 | +5.2% | 3,119 | -2.7% | 0.04% | -6.8% |
| Q1 2023 | $754,400 | +6.3% | 3,205 | -0.4% | 0.04% | -8.3% |
| Q4 2022 | $709,832 | +6.9% | 3,217 | +0.3% | 0.05% | -5.9% |
| Q3 2022 | $664,000 | -4.6% | 3,207 | +0.2% | 0.05% | -3.8% |
| Q2 2022 | $696,000 | -11.9% | 3,202 | +6.4% | 0.05% | -3.6% |
| Q1 2022 | $790,000 | -4.9% | 3,010 | +0.5% | 0.06% | -6.8% |
| Q4 2021 | $831,000 | +8.1% | 2,995 | -0.7% | 0.06% | +1.7% |
| Q3 2021 | $769,000 | +280.7% | 3,017 | +157.6% | 0.06% | +38.1% |
| Q3 2018 | $202,000 | – | 1,171 | – | 0.04% | – |
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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% |