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 | $1,173,750 | -3.4% | 4,776 | 0.0% | 0.16% | -3.0% |
| Q2 2023 | $1,215,396 | +8.1% | 4,776 | 0.0% | 0.16% | -5.7% |
| Q1 2023 | $1,124,318 | +6.7% | 4,776 | 0.0% | 0.17% | +7.4% |
| Q4 2022 | $1,053,968 | +6.6% | 4,776 | 0.0% | 0.16% | -1.8% |
| Q3 2022 | $989,000 | -4.7% | 4,776 | 0.0% | 0.16% | +4.4% |
| Q2 2022 | $1,038,000 | -17.2% | 4,776 | 0.0% | 0.16% | -9.7% |
| Q1 2022 | $1,253,000 | -5.4% | 4,776 | 0.0% | 0.18% | -6.9% |
| Q4 2021 | $1,325,000 | +8.9% | 4,776 | 0.0% | 0.19% | -2.1% |
| Q3 2021 | $1,217,000 | -0.4% | 4,776 | 0.0% | 0.19% | -2.0% |
| Q2 2021 | $1,222,000 | +7.9% | 4,776 | 0.0% | 0.20% | +1.0% |
| Q1 2021 | $1,133,000 | +6.1% | 4,776 | 0.0% | 0.19% | -2.5% |
| Q4 2020 | $1,068,000 | +14.2% | 4,776 | 0.0% | 0.20% | -3.9% |
| Q3 2020 | $935,000 | +8.7% | 4,776 | 0.0% | 0.21% | +2.5% |
| Q2 2020 | $860,000 | +21.5% | 4,776 | 0.0% | 0.20% | +5.8% |
| Q1 2020 | $708,000 | -21.3% | 4,776 | 0.0% | 0.19% | +1.1% |
| Q4 2019 | $900,000 | +6.1% | 4,776 | 0.0% | 0.19% | +1.1% |
| Q3 2019 | $848,000 | +3.0% | 4,776 | 0.0% | 0.19% | -3.1% |
| Q2 2019 | $823,000 | +3.4% | 4,776 | 0.0% | 0.19% | -2.0% |
| Q1 2019 | $796,000 | +13.4% | 4,776 | 0.0% | 0.20% | -4.4% |
| Q4 2018 | $702,000 | – | 4,776 | – | 0.21% | – |
Download | ||||||
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% |