ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $27,904,000 | -48.1% | 134,777 | -30.4% | 5.24% | -22.2% |
Q4 2021 | $53,747,000 | +18891.9% | 193,683 | +12236.5% | 6.74% | +8539.7% |
Q2 2020 | $283,000 | -94.5% | 1,570 | -95.5% | 0.08% | -95.4% |
Q1 2020 | $5,178,000 | -17.5% | 34,911 | +4.9% | 1.70% | +2.8% |
Q4 2019 | $6,274,000 | +9.3% | 33,285 | +0.7% | 1.65% | -1.1% |
Q3 2019 | $5,741,000 | +71.1% | 33,040 | +69.7% | 1.67% | +57.1% |
Q2 2019 | $3,355,000 | -12.9% | 19,465 | -29.3% | 1.06% | +3992.3% |
Q1 2017 | $3,850,000 | – | 27,522 | – | 0.03% | – |
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% |