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 | $744,247 | -11.6% | 3,037 | -8.2% | 0.07% | -8.1% |
| Q2 2023 | $841,565 | -4.1% | 3,307 | -11.3% | 0.07% | -9.8% |
| Q1 2023 | $877,608 | -12.3% | 3,728 | -17.8% | 0.08% | -18.0% |
| Q4 2022 | $1,000,563 | -5.7% | 4,534 | -11.5% | 0.10% | -10.7% |
| Q3 2022 | $1,061,000 | -15.9% | 5,126 | -11.6% | 0.11% | -13.2% |
| Q2 2022 | $1,261,000 | -22.1% | 5,799 | -6.0% | 0.13% | -8.5% |
| Q1 2022 | $1,619,000 | -6.0% | 6,170 | -0.6% | 0.14% | -12.4% |
| Q4 2021 | $1,722,000 | +14.2% | 6,206 | +4.9% | 0.16% | +2.5% |
| Q3 2021 | $1,508,000 | +20.5% | 5,917 | +21.1% | 0.16% | +17.2% |
| Q2 2021 | $1,251,000 | – | 4,888 | – | 0.13% | – |
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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% |