ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $154,914 | -3.7% | 632 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $160,869 | +8.4% | 632 | +0.2% | 0.09% | +3.4% |
| Q1 2023 | $148,432 | +7.1% | 631 | +0.5% | 0.09% | 0.0% |
| Q4 2022 | $138,646 | +6.7% | 628 | 0.0% | 0.09% | -4.3% |
| Q3 2022 | $130,000 | -5.1% | 628 | 0.0% | 0.09% | -8.8% |
| Q2 2022 | $137,000 | -17.0% | 628 | 0.0% | 0.10% | -15.0% |
| Q1 2022 | $165,000 | -5.2% | 628 | 0.0% | 0.12% | -2.4% |
| Q4 2021 | $174,000 | +9.4% | 628 | +0.6% | 0.12% | +3.4% |
| Q3 2021 | $159,000 | -0.6% | 624 | 0.0% | 0.12% | -6.3% |
| Q2 2021 | $160,000 | +8.8% | 624 | +0.5% | 0.13% | -3.1% |
| Q1 2021 | $147,000 | +5.8% | 621 | 0.0% | 0.13% | -4.4% |
| Q4 2020 | $139,000 | – | 621 | – | 0.14% | – |
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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% |