ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $741,833 | -4.1% | 3,027 | -0.4% | 0.80% | -2.7% |
| Q2 2023 | $773,402 | +7.3% | 3,039 | -0.8% | 0.82% | +6.1% |
| Q1 2023 | $721,029 | -0.9% | 3,063 | -7.1% | 0.77% | -4.3% |
| Q4 2022 | $727,908 | +13.9% | 3,298 | +6.9% | 0.80% | +11.2% |
| Q3 2022 | $639,000 | -4.1% | 3,085 | +0.6% | 0.72% | -9.3% |
| Q2 2022 | $666,000 | -18.2% | 3,066 | -1.1% | 0.80% | -21.1% |
| Q1 2022 | $814,000 | -21.6% | 3,101 | -17.1% | 1.01% | -21.4% |
| Q4 2021 | $1,038,000 | – | 3,741 | – | 1.29% | – |
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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% |