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 | $490,729 | +5.4% | 2,002 | +1.2% | 0.46% | -1.1% |
| Q2 2023 | $465,722 | +0.0% | 1,978 | 0.0% | 0.46% | -2.7% |
| Q1 2023 | $465,721 | +7.1% | 1,978 | +0.4% | 0.48% | +1.5% |
| Q4 2022 | $435,020 | +4.6% | 1,971 | +0.5% | 0.47% | -4.1% |
| Q3 2022 | $416,000 | -1.7% | 1,962 | +0.4% | 0.49% | +18.4% |
| Q2 2022 | $423,000 | -17.4% | 1,955 | +0.2% | 0.41% | -3.1% |
| Q1 2022 | $512,000 | -5.7% | 1,951 | +0.2% | 0.43% | -12.3% |
| Q4 2021 | $543,000 | +9.9% | 1,947 | +0.5% | 0.49% | +18.2% |
| Q3 2021 | $494,000 | -0.4% | 1,938 | 0.0% | 0.41% | +0.2% |
| Q2 2021 | $496,000 | +7.8% | 1,938 | +0.3% | 0.41% | -3.5% |
| Q1 2021 | $460,000 | +5.7% | 1,932 | -0.8% | 0.42% | -0.9% |
| Q4 2020 | $435,000 | – | 1,947 | – | 0.43% | – |
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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% |