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 | $13,535,782 | -3.7% | 55,235 | 0.0% | 6.99% | -5.2% |
| Q2 2023 | $14,056,091 | +8.3% | 55,235 | +0.2% | 7.37% | -4.8% |
| Q1 2023 | $12,973,253 | +6.9% | 55,109 | +0.2% | 7.75% | -2.1% |
| Q4 2022 | $12,140,385 | +7.4% | 55,014 | +0.8% | 7.91% | -34.8% |
| Q3 2022 | $11,303,000 | -4.5% | 54,591 | +0.3% | 12.14% | +1.6% |
| Q2 2022 | $11,833,000 | -21.4% | 54,430 | -5.1% | 11.96% | -9.2% |
| Q1 2022 | $15,056,000 | -5.9% | 57,385 | -0.5% | 13.17% | -3.5% |
| Q4 2021 | $16,007,000 | – | 57,683 | – | 13.65% | – |
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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% |