ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $438,902 | -50.5% | 1,791 | -48.5% | 0.07% | -22.6% |
| Q2 2023 | $885,845 | -2.2% | 3,481 | -9.5% | 0.09% | -8.8% |
| Q1 2023 | $905,387 | +6.7% | 3,846 | 0.0% | 0.10% | -2.9% |
| Q4 2022 | $848,735 | -3.9% | 3,846 | -9.9% | 0.10% | -12.5% |
| Q3 2022 | $883,000 | +3.8% | 4,267 | +9.0% | 0.12% | +7.1% |
| Q2 2022 | $851,000 | -15.0% | 3,915 | +2.6% | 0.11% | +0.9% |
| Q1 2022 | $1,001,000 | -1.3% | 3,815 | +4.4% | 0.11% | +1.8% |
| Q4 2021 | $1,014,000 | +2.5% | 3,653 | -5.9% | 0.11% | -16.8% |
| Q3 2021 | $989,000 | -73.0% | 3,880 | -72.9% | 0.13% | -77.8% |
| Q2 2021 | $3,663,000 | +5.1% | 14,315 | -2.5% | 0.59% | -17.2% |
| Q1 2021 | $3,484,000 | +16.8% | 14,685 | +10.1% | 0.71% | -22.4% |
| Q4 2020 | $2,982,000 | – | 13,341 | – | 0.92% | – |
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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% |