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 | $115,669 | -3.7% | 472 | 0.0% | 0.05% | -8.5% |
| Q2 2023 | $120,115 | +8.1% | 472 | 0.0% | 0.06% | -4.8% |
| Q1 2023 | $111,114 | -13.9% | 472 | -19.3% | 0.06% | -19.5% |
| Q4 2022 | $129,098 | -40.8% | 585 | -44.3% | 0.08% | -43.0% |
| Q3 2022 | $218,000 | -31.2% | 1,051 | -27.9% | 0.14% | -29.7% |
| Q2 2022 | $317,000 | -3.6% | 1,457 | +16.2% | 0.19% | +6.7% |
| Q1 2022 | $329,000 | +6.5% | 1,254 | +12.8% | 0.18% | -5.8% |
| Q4 2021 | $309,000 | +194.3% | 1,112 | +170.6% | 0.19% | +127.4% |
| Q3 2021 | $105,000 | 0.0% | 411 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $105,000 | +14.1% | 411 | 0.0% | 0.08% | -3.4% |
| Q4 2020 | $92,000 | – | 411 | – | 0.09% | – |
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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% |