ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,247,387 | -3.7% | 5,090 | 0.0% | 1.10% | -0.9% |
| Q2 2023 | $1,295,336 | +8.4% | 5,090 | +0.3% | 1.11% | -5.0% |
| Q1 2023 | $1,195,190 | -80.1% | 5,077 | -81.3% | 1.17% | -81.6% |
| Q4 2022 | $5,998,757 | +476.1% | 27,183 | +440.5% | 6.35% | +407.7% |
| Q3 2022 | $1,041,245 | -4.8% | 5,029 | 0.0% | 1.25% | +1.9% |
| Q2 2022 | $1,093,298 | +192.6% | 5,029 | +253.2% | 1.23% | +222.0% |
| Q1 2022 | $373,598 | -5.2% | 1,424 | +0.3% | 0.38% | +7.6% |
| Q4 2021 | $394,005 | – | 1,420 | – | 0.35% | – |
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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% |