ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $685 | +4.6% | 2,795 | +8.7% | 0.00% | 0.0% |
| Q2 2023 | $655 | +3.5% | 2,572 | -4.3% | 0.00% | 0.0% |
| Q1 2023 | $633 | +7.1% | 2,687 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $591 | -99.9% | 2,679 | +25.7% | 0.00% | 0.0% |
| Q3 2022 | $463,000 | 0.0% | 2,132 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $463,000 | -11.6% | 2,132 | +6.7% | 0.00% | 0.0% |
| Q1 2022 | $524,000 | +44.4% | 1,999 | +52.8% | 0.00% | +100.0% |
| Q4 2021 | $363,000 | +53.8% | 1,308 | +41.3% | 0.00% | 0.0% |
| Q3 2021 | $236,000 | – | 926 | – | 0.00% | – |
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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% |