ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,889,350 | -3.3% | 101,148 | 0.0% | 1.88% | -0.4% |
| Q2 2023 | $25,740,154 | +6.5% | 101,148 | -1.5% | 1.89% | +0.9% |
| Q1 2023 | $24,165,523 | +7.8% | 102,652 | +1.1% | 1.87% | -10.2% |
| Q4 2022 | $22,409,555 | +4.0% | 101,547 | -2.4% | 2.09% | +0.5% |
| Q3 2022 | $21,542,000 | -5.2% | 104,047 | -0.4% | 2.08% | -6.9% |
| Q2 2022 | $22,714,000 | -22.9% | 104,483 | -7.0% | 2.23% | -19.6% |
| Q1 2022 | $29,478,000 | -14.2% | 112,353 | -9.2% | 2.77% | -2.1% |
| Q4 2021 | $34,340,000 | -3.0% | 123,748 | -11.0% | 2.83% | -10.6% |
| Q3 2021 | $35,419,000 | -0.5% | 138,978 | -0.1% | 3.16% | -2.3% |
| Q2 2021 | $35,595,000 | +9.9% | 139,092 | +1.9% | 3.24% | -8.5% |
| Q1 2021 | $32,377,000 | +9.4% | 136,478 | +3.1% | 3.54% | +4.9% |
| Q4 2020 | $29,596,000 | +14.2% | 132,389 | 0.0% | 3.38% | -4.8% |
| Q3 2020 | $25,910,000 | -12.2% | 132,389 | -19.2% | 3.55% | -20.0% |
| Q2 2020 | $29,517,000 | +23.1% | 163,928 | +1.4% | 4.44% | -2.3% |
| Q1 2020 | $23,978,000 | – | 161,656 | – | 4.54% | – |
Download | ||||||
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% |