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 | $35,357,526 | -6.4% | 144,272 | -2.8% | 0.05% | -23.5% |
Q2 2023 | $37,764,820 | -13.9% | 148,400 | -20.3% | 0.07% | -18.1% |
Q1 2023 | $43,855,078 | +7.6% | 186,283 | +0.9% | 0.08% | 0.0% |
Q4 2022 | $40,751,425 | +30.9% | 184,658 | +22.8% | 0.08% | +16.9% |
Q3 2022 | $31,134,000 | -5.0% | 150,374 | -0.3% | 0.07% | -1.4% |
Q2 2022 | $32,781,000 | -20.8% | 150,771 | -5.3% | 0.07% | -10.0% |
Q1 2022 | $41,390,000 | -25.3% | 159,291 | -20.3% | 0.08% | -23.8% |
Q4 2021 | $55,436,000 | +11.9% | 199,753 | +2.8% | 0.10% | +1.9% |
Q3 2021 | $49,526,000 | +1.8% | 194,317 | +2.2% | 0.10% | -1.9% |
Q2 2021 | $48,650,000 | +11.3% | 190,097 | +3.2% | 0.10% | 0.0% |
Q1 2021 | $43,711,000 | +37.7% | 184,229 | +29.8% | 0.10% | +23.5% |
Q4 2020 | $31,740,000 | +13.4% | 141,978 | -0.8% | 0.08% | +1.2% |
Q3 2020 | $27,978,000 | +5.6% | 143,100 | -2.7% | 0.08% | -5.6% |
Q2 2020 | $26,488,000 | +22.5% | 147,103 | -21.0% | 0.09% | +1.1% |
Q1 2020 | $21,615,000 | – | 186,120 | – | 0.09% | – |
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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% |