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 | $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 | 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% |