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 | $1,221,617 | -1.5% | 4,985 | +2.3% | 0.05% | +2.1% |
| Q2 2023 | $1,240,074 | +441.4% | 4,873 | +369.5% | 0.05% | +370.0% |
| Q4 2022 | $229,066 | -83.1% | 1,038 | -78.8% | 0.01% | -86.1% |
| Q4 2021 | $1,356,000 | +7.9% | 4,886 | -1.0% | 0.07% | -2.7% |
| Q3 2021 | $1,257,000 | -5.1% | 4,934 | -4.7% | 0.07% | -6.3% |
| Q2 2021 | $1,324,000 | +6.3% | 5,175 | -1.5% | 0.08% | -7.1% |
| Q1 2021 | $1,246,000 | +6.3% | 5,254 | +0.2% | 0.08% | -2.3% |
| Q4 2020 | $1,172,000 | +26.0% | 5,243 | +10.3% | 0.09% | +7.4% |
| Q3 2020 | $930,000 | -2.4% | 4,754 | -10.2% | 0.08% | -13.8% |
| Q2 2020 | $953,000 | – | 5,292 | – | 0.09% | – |
Download | ||||||
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% |