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 | $745,430 | -18.6% | 3,041 | -21.8% | 0.06% | -26.7% |
| Q1 2023 | $915,222 | +105097.9% | 3,887 | -1.4% | 0.09% | -1.1% |
| Q4 2022 | $870 | -99.9% | 3,942 | -1.5% | 0.09% | +16.0% |
| Q3 2022 | $829,000 | -4.5% | 4,004 | +0.3% | 0.08% | -18.5% |
| Q2 2022 | $868,000 | -19.6% | 3,994 | -2.9% | 0.09% | -15.6% |
| Q1 2022 | $1,079,000 | -5.4% | 4,114 | +0.1% | 0.11% | -1.8% |
| Q4 2021 | $1,140,000 | -3.4% | 4,111 | -11.2% | 0.11% | -12.6% |
| Q3 2021 | $1,180,000 | -0.3% | 4,631 | +0.0% | 0.13% | -3.8% |
| Q2 2021 | $1,184,000 | +7.2% | 4,630 | -0.5% | 0.13% | -4.3% |
| Q1 2021 | $1,104,000 | +4.8% | 4,654 | -1.3% | 0.14% | -5.5% |
| Q4 2020 | $1,053,000 | +14.2% | 4,713 | -0.0% | 0.15% | -2.0% |
| Q3 2020 | $922,000 | +5.0% | 4,715 | -3.3% | 0.15% | -5.7% |
| Q2 2020 | $878,000 | +3.2% | 4,878 | -15.0% | 0.16% | -16.8% |
| Q1 2020 | $851,000 | -27.3% | 5,741 | -7.5% | 0.19% | -11.2% |
| Q4 2019 | $1,170,000 | +7.7% | 6,209 | -0.7% | 0.21% | +1.4% |
| Q3 2019 | $1,086,000 | – | 6,253 | – | 0.21% | – |
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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% |