ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $51,059 | -3.7% | 208 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $53,022 | +8.1% | 208 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $49,049 | +6.7% | 208 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $45,980 | +6.9% | 208 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $43,000 | -43.4% | 208 | -40.7% | 0.02% | -41.2% |
| Q2 2022 | $76,000 | -17.4% | 351 | 0.0% | 0.03% | -5.6% |
| Q1 2022 | $92,000 | -6.1% | 351 | 0.0% | 0.04% | -2.7% |
| Q4 2021 | $98,000 | +7.7% | 351 | -1.4% | 0.04% | -2.6% |
| Q3 2021 | $91,000 | +65.5% | 356 | +67.1% | 0.04% | +65.2% |
| Q2 2021 | $55,000 | +7.8% | 213 | 0.0% | 0.02% | -4.2% |
| Q1 2021 | $51,000 | +6.2% | 213 | 0.0% | 0.02% | -4.0% |
| Q4 2020 | $48,000 | +14.3% | 213 | 0.0% | 0.02% | -3.8% |
| Q3 2020 | $42,000 | +10.5% | 213 | 0.0% | 0.03% | -3.7% |
| Q2 2020 | $38,000 | +26.7% | 213 | +4.9% | 0.03% | -3.6% |
| Q1 2020 | $30,000 | -28.6% | 203 | -8.1% | 0.03% | -9.7% |
| Q4 2019 | $42,000 | – | 221 | – | 0.03% | – |
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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% |