ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,495 | -3.3% | 10,140 | 0.0% | 0.60% | -3.5% |
| Q2 2023 | $2,580 | +2.1% | 10,140 | -5.5% | 0.62% | -4.7% |
| Q1 2023 | $2,526 | +5.0% | 10,732 | -1.5% | 0.65% | +0.3% |
| Q4 2022 | $2,405 | -99.9% | 10,900 | -2.6% | 0.65% | -6.7% |
| Q3 2022 | $2,316,000 | -4.8% | 11,188 | 0.0% | 0.70% | +1.5% |
| Q2 2022 | $2,432,000 | -19.0% | 11,188 | -2.3% | 0.69% | -22.8% |
| Q1 2022 | $3,004,000 | -5.9% | 11,448 | -0.5% | 0.89% | +3.7% |
| Q4 2021 | $3,192,000 | +8.9% | 11,503 | 0.0% | 0.86% | +3.6% |
| Q3 2021 | $2,932,000 | -1.3% | 11,503 | -0.9% | 0.83% | +3.5% |
| Q2 2021 | $2,971,000 | +10.5% | 11,608 | +2.5% | 0.80% | -1.4% |
| Q1 2021 | $2,688,000 | +6.1% | 11,329 | 0.0% | 0.81% | -3.2% |
| Q4 2020 | $2,533,000 | +13.5% | 11,329 | -0.7% | 0.84% | -7.0% |
| Q3 2020 | $2,232,000 | +8.7% | 11,407 | 0.0% | 0.90% | +0.3% |
| Q2 2020 | $2,054,000 | -40.2% | 11,407 | -50.8% | 0.90% | -40.1% |
| Q1 2020 | $3,437,000 | -71.1% | 23,169 | -63.3% | 1.50% | -73.9% |
| Q4 2019 | $11,889,000 | +18.3% | 63,075 | +9.1% | 5.76% | +5.1% |
| Q3 2019 | $10,049,000 | +0.4% | 57,827 | -0.4% | 5.48% | -20.6% |
| Q2 2019 | $10,007,000 | -2.9% | 58,061 | -6.1% | 6.90% | -3.3% |
| Q1 2019 | $10,302,000 | +17.2% | 61,800 | +3.3% | 7.13% | +37.8% |
| Q4 2018 | $8,793,000 | – | 59,846 | – | 5.17% | – |
Download | ||||||
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% |