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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $21,719 | +9.0% | 92,259 | +2.1% | 24.17% | +128.2% |
| Q4 2022 | $19,933 | -99.9% | 90,324 | +4.4% | 10.59% | -1.5% |
| Q3 2022 | $17,913,000 | +12.0% | 86,521 | +17.6% | 10.75% | +15.4% |
| Q2 2022 | $16,000,000 | -22.9% | 73,600 | -7.0% | 9.32% | -12.0% |
| Q1 2022 | $20,758,000 | -0.1% | 79,116 | +5.6% | 10.59% | -0.8% |
| Q4 2021 | $20,788,000 | +12.5% | 74,910 | +3.7% | 10.67% | -11.1% |
| Q2 2021 | $18,478,000 | +8.0% | 72,204 | +0.1% | 12.00% | +19.1% |
| Q1 2021 | $17,105,000 | +9.7% | 72,102 | +3.3% | 10.08% | +3.6% |
| Q4 2020 | $15,598,000 | +76.6% | 69,775 | +54.6% | 9.73% | +48.4% |
| Q3 2020 | $8,831,000 | +8.9% | 45,125 | +0.2% | 6.56% | +4.5% |
| Q2 2020 | $8,106,000 | +22.1% | 45,018 | +0.6% | 6.27% | +1.8% |
| Q1 2020 | $6,639,000 | -5.6% | 44,759 | +20.0% | 6.16% | -1.6% |
| Q4 2019 | $7,033,000 | – | 37,311 | – | 6.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |