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 | $441,657 | 0.0% | 1,736 | 0.0% | 0.10% | +5.2% |
| Q2 2023 | $441,657 | +8.1% | 1,736 | +0.1% | 0.10% | -3.0% |
| Q1 2023 | $408,439 | +6.1% | 1,735 | -0.5% | 0.10% | +5.3% |
| Q4 2022 | $384,929 | +0.8% | 1,744 | -5.5% | 0.09% | -6.0% |
| Q3 2022 | $382,000 | -5.9% | 1,845 | +0.1% | 0.10% | 0.0% |
| Q2 2022 | $406,000 | -11.5% | 1,843 | +5.3% | 0.10% | +9.9% |
| Q1 2022 | $459,000 | -12.2% | 1,751 | -7.1% | 0.09% | -20.9% |
| Q4 2021 | $523,000 | +9.0% | 1,884 | +0.1% | 0.12% | +1.8% |
| Q3 2021 | $480,000 | +8.4% | 1,883 | +8.7% | 0.11% | +7.6% |
| Q2 2021 | $443,000 | +3.0% | 1,732 | -4.4% | 0.10% | -7.1% |
| Q1 2021 | $430,000 | +22.9% | 1,812 | +15.9% | 0.11% | +14.1% |
| Q4 2020 | $350,000 | +464.5% | 1,564 | +368.3% | 0.10% | +482.4% |
| Q4 2019 | $62,000 | +6.9% | 334 | 0.0% | 0.02% | +6.2% |
| Q3 2019 | $58,000 | +1.8% | 334 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $57,000 | +72.7% | 334 | +67.0% | 0.02% | +6.7% |
| Q1 2019 | $33,000 | – | 200 | – | 0.02% | – |
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% |