ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $47,542 | -3.7% | 194 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $49,369 | -39.7% | 194 | -44.3% | 0.02% | -43.2% |
Q1 2023 | $81,873 | -10.2% | 348 | -15.7% | 0.04% | -13.7% |
Q4 2022 | $91,194 | +3.6% | 413 | -2.8% | 0.05% | -8.9% |
Q3 2022 | $88,000 | -7.4% | 425 | -2.5% | 0.06% | 0.0% |
Q2 2022 | $95,000 | -39.9% | 436 | -23.2% | 0.06% | -29.1% |
Q4 2021 | $158,000 | +7.5% | 568 | -1.6% | 0.08% | -2.5% |
Q3 2021 | $147,000 | -9.8% | 577 | -9.6% | 0.08% | -9.0% |
Q2 2021 | $163,000 | -4.7% | 638 | -11.4% | 0.09% | -8.2% |
Q1 2021 | $171,000 | +8.2% | 720 | +1.4% | 0.10% | -11.8% |
Q4 2020 | $158,000 | +5166.7% | 710 | +4633.3% | 0.11% | +10900.0% |
Q3 2018 | $3,000 | – | 15 | – | 0.00% | – |
Download |
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% |