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 | $2,360,093 | -3.7% | 9,631 | 0.0% | 0.14% | +2.1% |
| Q2 2023 | $2,450,813 | +8.1% | 9,631 | 0.0% | 0.14% | +3.7% |
| Q1 2023 | $2,267,157 | +6.7% | 9,631 | 0.0% | 0.14% | -0.7% |
| Q4 2022 | $2,125,296 | +6.6% | 9,631 | 0.0% | 0.14% | +1.5% |
| Q3 2022 | $1,994,000 | -4.8% | 9,631 | 0.0% | 0.14% | -0.7% |
| Q2 2022 | $2,094,000 | -17.1% | 9,631 | 0.0% | 0.14% | -8.1% |
| Q1 2022 | $2,527,000 | -5.4% | 9,631 | 0.0% | 0.15% | -6.3% |
| Q4 2021 | $2,672,000 | +8.9% | 9,631 | 0.0% | 0.16% | -3.1% |
| Q3 2021 | $2,454,000 | -0.4% | 9,631 | 0.0% | 0.16% | -9.9% |
| Q2 2021 | $2,465,000 | +19.0% | 9,631 | +10.3% | 0.18% | -4.2% |
| Q1 2021 | $2,071,000 | +6.2% | 8,729 | 0.0% | 0.19% | -11.7% |
| Q4 2020 | $1,951,000 | +14.2% | 8,729 | 0.0% | 0.21% | -0.9% |
| Q3 2020 | $1,708,000 | +8.7% | 8,729 | +0.1% | 0.22% | +17.4% |
| Q2 2020 | $1,571,000 | +21.4% | 8,723 | 0.0% | 0.18% | -27.3% |
| Q1 2020 | $1,294,000 | -23.1% | 8,723 | -2.2% | 0.25% | +11.5% |
| Q4 2019 | $1,682,000 | – | 8,923 | – | 0.23% | – |
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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% |