ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $607,788 | -3.7% | 2,480 | 0.0% | 0.09% | +11.0% |
Q2 2023 | $631,151 | +8.2% | 2,480 | +0.1% | 0.08% | +6.5% |
Q1 2023 | $583,202 | +6.8% | 2,477 | +0.1% | 0.08% | +1.3% |
Q4 2022 | $545,865 | -0.6% | 2,474 | -6.7% | 0.08% | -13.6% |
Q3 2022 | $549,000 | -20.1% | 2,651 | -16.1% | 0.09% | -16.2% |
Q2 2022 | $687,000 | -14.4% | 3,160 | +3.3% | 0.10% | -2.8% |
Q1 2022 | $803,000 | +88.1% | 3,060 | +99.1% | 0.11% | +89.5% |
Q4 2021 | $427,000 | +3.9% | 1,537 | 0.0% | 0.06% | +3.6% |
Q3 2021 | $411,000 | -1.2% | 1,537 | -5.4% | 0.06% | -3.5% |
Q2 2021 | $416,000 | +8.1% | 1,624 | 0.0% | 0.06% | 0.0% |
Q1 2021 | $385,000 | -3.5% | 1,624 | -9.1% | 0.06% | -17.4% |
Q4 2020 | $399,000 | – | 1,787 | – | 0.07% | – |
Download |
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% |