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 | $2,595 | -4.0% | 10,595 | -0.2% | 2.26% | +1.2% |
| Q2 2023 | $2,702 | +8.5% | 10,621 | +0.3% | 2.24% | -1.3% |
| Q1 2023 | $2,490 | +7.0% | 10,590 | +0.4% | 2.26% | +2.4% |
| Q4 2022 | $2,328 | -99.9% | 10,552 | -2.1% | 2.21% | -0.5% |
| Q3 2022 | $2,230,000 | +13.2% | 10,775 | +18.9% | 2.22% | -64.8% |
| Q2 2022 | $1,970,000 | -30.2% | 9,066 | -15.8% | 6.31% | +208.4% |
| Q1 2022 | $2,823,000 | -5.2% | 10,764 | +0.3% | 2.04% | +0.6% |
| Q4 2021 | $2,979,000 | +9.2% | 10,737 | +0.3% | 2.03% | -4.4% |
| Q3 2021 | $2,727,000 | -0.1% | 10,701 | +0.3% | 2.12% | -4.0% |
| Q2 2021 | $2,729,000 | +6.0% | 10,665 | -1.7% | 2.21% | -3.8% |
| Q1 2021 | $2,574,000 | +5.1% | 10,849 | -2.4% | 2.30% | -2.2% |
| Q4 2020 | $2,448,000 | – | 11,114 | – | 2.35% | – |
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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% |