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 | $1,714,990 | -3.7% | 6,998 | 0.0% | 0.34% | -5.9% |
| Q2 2023 | $1,780,913 | +7.2% | 6,998 | -0.9% | 0.36% | -1.7% |
| Q1 2023 | $1,661,817 | +6.8% | 7,059 | +0.1% | 0.36% | -8.1% |
| Q4 2022 | $1,556,068 | +6.7% | 7,051 | 0.0% | 0.39% | -55.5% |
| Q3 2022 | $1,459,000 | -5.3% | 7,051 | -0.5% | 0.89% | +3.3% |
| Q2 2022 | $1,540,000 | -17.1% | 7,084 | 0.0% | 0.86% | -29.4% |
| Q1 2022 | $1,858,000 | -7.1% | 7,084 | -1.7% | 1.22% | -22.4% |
| Q4 2021 | $2,000,000 | – | 7,208 | – | 1.57% | – |
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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% |