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 | $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 | 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% |