ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,008,878 | -3.7% | 302,003 | 0.0% | 12.98% | -1.2% |
| Q2 2023 | $76,853,747 | +8.4% | 302,003 | +0.3% | 13.14% | +8.3% |
| Q1 2023 | $70,908,742 | +7.1% | 301,214 | +0.4% | 12.13% | +1.1% |
| Q4 2022 | $66,230,608 | +7.1% | 300,121 | +0.5% | 12.00% | -6.8% |
| Q3 2022 | $61,841,000 | -4.3% | 298,692 | +0.5% | 12.88% | +23.2% |
| Q2 2022 | $64,636,000 | -16.9% | 297,327 | +0.3% | 10.46% | +0.5% |
| Q1 2022 | $77,783,000 | -5.2% | 296,464 | +0.3% | 10.40% | +6.7% |
| Q4 2021 | $82,029,000 | – | 295,601 | – | 9.75% | – |
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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% |