ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $655,291 | -3.7% | 2,674 | 0.0% | 0.32% | +0.6% |
| Q2 2023 | $680,480 | +8.1% | 2,674 | 0.0% | 0.31% | +5.0% |
| Q1 2023 | $629,487 | +6.7% | 2,674 | 0.0% | 0.30% | +1.7% |
| Q4 2022 | $590,098 | +6.5% | 2,674 | 0.0% | 0.29% | +7.7% |
| Q3 2022 | $554,000 | -4.6% | 2,674 | 0.0% | 0.27% | -2.5% |
| Q2 2022 | $581,000 | -17.2% | 2,674 | 0.0% | 0.28% | -1.4% |
| Q1 2022 | $702,000 | -5.4% | 2,674 | 0.0% | 0.28% | +18.9% |
| Q4 2021 | $742,000 | +9.0% | 2,674 | 0.0% | 0.24% | +2.1% |
| Q3 2021 | $681,000 | -0.4% | 2,674 | 0.0% | 0.23% | +4.0% |
| Q2 2021 | $684,000 | +7.9% | 2,674 | 0.0% | 0.22% | -6.3% |
| Q1 2021 | $634,000 | +6.0% | 2,674 | 0.0% | 0.24% | -22.4% |
| Q4 2020 | $598,000 | +14.3% | 2,674 | 0.0% | 0.31% | +5.1% |
| Q3 2020 | $523,000 | +8.7% | 2,674 | 0.0% | 0.29% | -3.3% |
| Q2 2020 | $481,000 | +21.2% | 2,674 | 0.0% | 0.30% | +2.0% |
| Q1 2020 | $397,000 | -21.2% | 2,674 | 0.0% | 0.30% | -27.0% |
| Q4 2019 | $504,000 | +8.4% | 2,674 | 0.0% | 0.41% | +15.6% |
| Q3 2019 | $465,000 | -8.8% | 2,674 | -9.6% | 0.35% | -10.9% |
| Q2 2019 | $510,000 | +3.4% | 2,957 | 0.0% | 0.40% | -1.0% |
| Q1 2019 | $493,000 | +13.6% | 2,957 | 0.0% | 0.40% | -18.7% |
| Q4 2018 | $434,000 | – | 2,957 | – | 0.49% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |