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 | $225,509 | -4.4% | 920 | -0.8% | 0.18% | +1.1% |
| Q2 2023 | $235,958 | +8.4% | 927 | +0.2% | 0.18% | +0.6% |
| Q1 2023 | $217,716 | +7.1% | 925 | +0.3% | 0.18% | -11.1% |
| Q4 2022 | $203,364 | +1.2% | 922 | -0.2% | 0.20% | 0.0% |
| Q2 2022 | $201,000 | -16.9% | 924 | +0.3% | 0.20% | +3.1% |
| Q1 2022 | $242,000 | -5.1% | 921 | +0.3% | 0.19% | +4.9% |
| Q4 2021 | $255,000 | +9.4% | 918 | +0.5% | 0.18% | -1.6% |
| Q3 2021 | $233,000 | -1.3% | 913 | -1.0% | 0.19% | +3.3% |
| Q2 2021 | $236,000 | +8.3% | 922 | +0.2% | 0.18% | -5.3% |
| Q1 2021 | $218,000 | +5.8% | 920 | 0.0% | 0.19% | +1.1% |
| Q4 2020 | $206,000 | +14.4% | 920 | 0.0% | 0.19% | +19.7% |
| Q3 2020 | $180,000 | – | 920 | – | 0.16% | – |
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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% |