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 | $83,565 | +1.3% | 341 | +5.2% | 0.05% | +6.2% |
| Q2 2023 | $82,452 | +8.1% | 324 | 0.0% | 0.05% | -4.0% |
| Q1 2023 | $76,273 | +6.7% | 324 | 0.0% | 0.05% | -5.7% |
| Q4 2022 | $71,500 | -12.8% | 324 | -17.8% | 0.05% | -15.9% |
| Q3 2022 | $82,000 | +1.2% | 394 | +5.6% | 0.06% | +14.5% |
| Q2 2022 | $81,000 | -17.3% | 373 | 0.0% | 0.06% | +3.8% |
| Q1 2022 | $98,000 | -4.9% | 373 | +0.8% | 0.05% | +39.5% |
| Q4 2021 | $103,000 | +9.6% | 370 | 0.0% | 0.04% | +2.7% |
| Q3 2021 | $94,000 | -31.9% | 370 | -31.6% | 0.04% | -32.7% |
| Q2 2021 | $138,000 | +8.7% | 541 | +0.7% | 0.06% | 0.0% |
| Q1 2021 | $127,000 | +5.8% | 537 | 0.0% | 0.06% | +5.8% |
| Q4 2020 | $120,000 | +14.3% | 537 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $105,000 | +25.0% | 537 | +15.0% | 0.05% | +8.3% |
| Q2 2020 | $84,000 | -15.2% | 467 | -30.2% | 0.05% | -42.9% |
| Q1 2020 | $99,000 | -21.4% | 669 | 0.0% | 0.08% | -19.2% |
| Q4 2019 | $126,000 | – | 669 | – | 0.10% | – |
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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% |