ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $57,594 | -11.6% | 235 | -8.2% | 0.02% | -3.8% |
| Q2 2023 | $65,152 | +8.4% | 256 | +0.4% | 0.03% | -13.3% |
| Q1 2023 | $60,114 | +7.1% | 255 | +0.4% | 0.03% | +15.4% |
| Q4 2022 | $56,150 | +8.0% | 254 | +0.4% | 0.03% | 0.0% |
| Q3 2022 | $52,000 | -5.5% | 253 | +0.4% | 0.03% | -7.1% |
| Q2 2022 | $55,000 | -16.7% | 252 | +0.4% | 0.03% | -3.4% |
| Q1 2022 | $66,000 | -7.0% | 251 | -1.6% | 0.03% | 0.0% |
| Q4 2021 | $71,000 | +6.0% | 255 | -3.8% | 0.03% | -6.5% |
| Q3 2021 | $67,000 | -1.5% | 265 | +0.4% | 0.03% | 0.0% |
| Q2 2021 | $68,000 | -32.7% | 264 | -36.5% | 0.03% | -38.0% |
| Q1 2021 | $101,000 | +8.6% | 416 | 0.0% | 0.05% | -5.7% |
| Q4 2020 | $93,000 | +16.2% | 416 | +2.2% | 0.05% | +10.4% |
| Q3 2020 | $80,000 | – | 407 | – | 0.05% | – |
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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% |