ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,046,406 | -3.7% | 4,270 | 0.0% | 0.62% | -1.3% |
Q2 2023 | $1,086,630 | +8.1% | 4,270 | 0.0% | 0.63% | +1.4% |
Q1 2023 | $1,005,201 | +6.7% | 4,270 | 0.0% | 0.62% | -3.4% |
Q4 2022 | $942,304 | +6.6% | 4,270 | 0.0% | 0.64% | +5.6% |
Q3 2022 | $884,000 | -4.7% | 4,270 | 0.0% | 0.61% | -7.9% |
Q2 2022 | $928,000 | -17.1% | 4,270 | 0.0% | 0.66% | -7.0% |
Q1 2022 | $1,120,000 | -5.5% | 4,270 | 0.0% | 0.71% | -2.2% |
Q4 2021 | $1,185,000 | +8.9% | 4,270 | 0.0% | 0.73% | +1.8% |
Q3 2021 | $1,088,000 | -0.5% | 4,270 | 0.0% | 0.71% | +6.2% |
Q2 2021 | $1,093,000 | +7.9% | 4,270 | 0.0% | 0.67% | +2.6% |
Q1 2021 | $1,013,000 | +6.1% | 4,270 | 0.0% | 0.66% | +0.3% |
Q4 2020 | $955,000 | +14.2% | 4,270 | 0.0% | 0.65% | -3.1% |
Q3 2020 | $836,000 | +8.7% | 4,270 | 0.0% | 0.67% | +5.8% |
Q2 2020 | $769,000 | -14.5% | 4,270 | -10.5% | 0.64% | -31.4% |
Q4 2019 | $899,000 | – | 4,770 | – | 0.93% | – |
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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% |