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 | $225,997 | -3.2% | 922 | +0.5% | 0.21% | +0.5% |
| Q2 2023 | $233,412 | +8.1% | 917 | 0.0% | 0.21% | +2.0% |
| Q1 2023 | $215,829 | +2.0% | 917 | -4.4% | 0.20% | -1.9% |
| Q4 2022 | $211,694 | +5.8% | 959 | -0.9% | 0.21% | -1.4% |
| Q3 2022 | $200,000 | -5.2% | 968 | -0.5% | 0.21% | +1.0% |
| Q2 2022 | $211,000 | -24.9% | 973 | -9.2% | 0.21% | -12.6% |
| Q1 2022 | $281,000 | -11.9% | 1,072 | -6.7% | 0.24% | -9.8% |
| Q4 2021 | $319,000 | +11.1% | 1,149 | +2.0% | 0.26% | +3.5% |
| Q3 2021 | $287,000 | -3.0% | 1,126 | -2.6% | 0.26% | +4.1% |
| Q2 2021 | $296,000 | +1.7% | 1,156 | -5.6% | 0.25% | +11.8% |
| Q1 2021 | $291,000 | – | 1,225 | – | 0.22% | – |
Download | ||||||
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% |