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 | $230,356 | -83.2% | 940 | -97.2% | 0.00% | -80.0% |
| Q2 2023 | $1,374,099 | +987.0% | 33,247 | +6091.2% | 0.01% | +400.0% |
| Q1 2023 | $126,415 | +142.7% | 537 | +127.5% | 0.00% | – |
| Q4 2022 | $52,080 | -65.3% | 236 | -67.4% | 0.00% | -100.0% |
| Q3 2022 | $150,000 | +900.0% | 723 | +963.2% | 0.00% | – |
| Q2 2022 | $15,000 | -91.9% | 68 | -89.9% | 0.00% | -100.0% |
| Q4 2021 | $186,000 | -17.0% | 672 | -23.5% | 0.00% | -66.7% |
| Q3 2021 | $224,000 | +40.9% | 879 | +30.8% | 0.00% | 0.0% |
| Q1 2021 | $159,000 | – | 672 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 216,823 | $48,471,000 | 19.37% |
| AlphaCore Capital LLC | 111,582 | $24,944,000 | 18.59% |
| Family Firm, Inc. | 233,544 | $52,899,000 | 15.77% |
| Geller Advisors LLC | 299,746 | $57,005,000 | 14.33% |
| Evensky & Katz LLC | 501,905 | $112,201,000 | 13.88% |
| SCS Capital Management LLC | 6,088,198 | $1,361,016,000 | 13.52% |
| PITCAIRN CO | 737,205 | $164,802,000 | 12.58% |
| Wind River Trust Co | 147,932 | $33,070,000 | 11.92% |
| Financial Services Advisory Inc | 135,719 | $30,340,000 | 11.70% |
| HANTZ FINANCIAL SERVICES, INC. | 129,406 | $28,929,000 | 9.96% |