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 | $36,894,074 | +14.4% | 150,551 | +18.8% | 13.90% | +26.0% |
| Q2 2023 | $32,238,586 | +9.1% | 126,684 | +0.9% | 11.03% | +4.9% |
| Q1 2023 | $29,560,942 | +8.8% | 125,572 | +2.0% | 10.52% | +0.9% |
| Q4 2022 | $27,178,530 | +1.4% | 123,158 | -4.9% | 10.42% | -6.1% |
| Q3 2022 | $26,814,000 | +213.4% | 129,510 | +229.1% | 11.10% | +150.0% |
| Q2 2022 | $8,555,000 | – | 39,353 | – | 4.44% | – |
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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% |