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 | $97 | +10.2% | 399 | +17.7% | 0.07% | +17.7% |
| Q2 2023 | $88 | -1.1% | 339 | -10.3% | 0.06% | -7.5% |
| Q1 2023 | $89 | +7.2% | 378 | 0.0% | 0.07% | +1.5% |
| Q4 2022 | $83 | -99.9% | 378 | +0.5% | 0.07% | +1.5% |
| Q3 2022 | $77,000 | -8.3% | 376 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $84,000 | -6.7% | 376 | +0.3% | 0.06% | 0.0% |
| Q1 2022 | $90,000 | -14.3% | 375 | -1.1% | 0.06% | -3.0% |
| Q4 2021 | $105,000 | +15.4% | 379 | +7.7% | 0.07% | +9.8% |
| Q3 2021 | $91,000 | -2.2% | 352 | -5.1% | 0.06% | -3.2% |
| Q2 2021 | $93,000 | -99.9% | 371 | +0.3% | 0.06% | -1.6% |
| Q1 2021 | $92,280,000 | +111080.7% | 370 | +1.4% | 0.06% | 0.0% |
| Q4 2020 | $83,000 | +9.2% | 365 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $76,000 | +11.8% | 365 | +0.3% | 0.06% | +4.9% |
| Q2 2020 | $68,000 | +13.3% | 364 | -15.0% | 0.06% | -10.3% |
| Q1 2020 | $60,000 | -28.6% | 428 | -4.0% | 0.07% | -6.8% |
| Q4 2019 | $84,000 | – | 446 | – | 0.07% | – |
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% |