ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,272,458 | -38.9% | 99,047 | -36.6% | 8.78% | -37.0% |
| Q2 2023 | $39,752,575 | -22.5% | 156,211 | -28.3% | 13.94% | -22.3% |
| Q1 2023 | $51,296,781 | -3.1% | 217,904 | -9.2% | 17.93% | -12.5% |
| Q4 2022 | $52,949,959 | +7.1% | 239,940 | +0.5% | 20.50% | +22.6% |
| Q3 2022 | $49,438,000 | -4.3% | 238,785 | +0.5% | 16.72% | -3.8% |
| Q2 2022 | $51,669,000 | -16.9% | 237,678 | +0.3% | 17.38% | +9.6% |
| Q1 2022 | $62,179,000 | +13.7% | 236,989 | +20.3% | 15.86% | +46.8% |
| Q4 2021 | $54,670,000 | – | 197,008 | – | 10.80% | – |
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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% |