ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $252,167 | -9.8% | 1,029 | -6.4% | 0.15% | -9.8% |
Q2 2023 | $279,674 | +8.1% | 1,099 | 0.0% | 0.16% | +1.2% |
Q1 2023 | $258,716 | +6.7% | 1,099 | 0.0% | 0.16% | +2.5% |
Q4 2022 | $242,527 | +6.4% | 1,099 | 0.0% | 0.16% | +4.0% |
Q3 2022 | $228,000 | -5.4% | 1,099 | 0.0% | 0.15% | -6.8% |
Q2 2022 | $241,000 | -16.3% | 1,099 | 0.0% | 0.16% | -9.5% |
Q1 2022 | $288,000 | -5.6% | 1,099 | 0.0% | 0.18% | +3.5% |
Q4 2021 | $305,000 | +8.9% | 1,099 | 0.0% | 0.17% | +7.5% |
Q3 2021 | $280,000 | -1.4% | 1,099 | -1.1% | 0.16% | -15.3% |
Q2 2021 | $284,000 | – | 1,111 | – | 0.19% | – |
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% |