ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 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 | 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% |