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 | $2,456,217 | -4.4% | 10,022 | -0.7% | 0.05% | -8.6% |
| Q2 2023 | $2,568,094 | +9.1% | 10,091 | +0.9% | 0.06% | -7.9% |
| Q1 2023 | $2,353,990 | +4.0% | 9,999 | -2.5% | 0.06% | +10.5% |
| Q4 2022 | $2,263,261 | +10.1% | 10,255 | +3.3% | 0.06% | 0.0% |
| Q3 2022 | $2,055,000 | +279.9% | 9,925 | +298.6% | 0.06% | +307.1% |
| Q2 2022 | $541,000 | -17.0% | 2,490 | +0.2% | 0.01% | -6.7% |
| Q1 2022 | $652,000 | +903.1% | 2,484 | +558.9% | 0.02% | +400.0% |
| Q3 2018 | $65,000 | +8.3% | 377 | -1.8% | 0.00% | 0.0% |
| Q1 2018 | $60,000 | -7.7% | 384 | -7.0% | 0.00% | 0.0% |
| Q4 2017 | $65,000 | – | 413 | – | 0.00% | – |
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% |