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 | $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 | 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% |