ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
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% | – |
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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% |