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 | $263,194 | -2.7% | 1,074 | +1.0% | 0.14% | -19.4% |
Q2 2023 | $270,511 | +10.0% | 1,063 | +1.7% | 0.18% | +4.2% |
Q1 2023 | $246,002 | +7.1% | 1,045 | +0.4% | 0.17% | +22.6% |
Q4 2022 | $229,728 | +11.5% | 1,041 | +4.7% | 0.14% | +21.2% |
Q3 2022 | $206,000 | -13.4% | 994 | +10.0% | 0.11% | +15.3% |
Q1 2022 | $238,000 | +8.2% | 904 | +13.9% | 0.10% | +8.9% |
Q4 2021 | $220,000 | -2.2% | 794 | -10.1% | 0.09% | -6.2% |
Q3 2021 | $225,000 | -3.0% | 883 | -34.4% | 0.10% | -38.1% |
Q3 2018 | $232,000 | – | 1,346 | – | 0.16% | – |
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% |