ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $528 | -8.7% | 2,153 | -5.3% | 0.17% | -4.6% |
| Q2 2023 | $578 | +8.0% | 2,273 | 0.0% | 0.17% | 0.0% |
| Q1 2023 | $535 | -46.7% | 2,273 | -50.0% | 0.17% | +1.2% |
| Q4 2022 | $1,004 | -99.8% | 4,546 | +88.4% | 0.17% | -7.0% |
| Q3 2022 | $500,000 | -4.8% | 2,413 | 0.0% | 0.18% | +0.5% |
| Q2 2022 | $525,000 | -17.1% | 2,413 | 0.0% | 0.18% | -11.5% |
| Q1 2022 | $633,000 | -5.5% | 2,413 | 0.0% | 0.21% | -7.1% |
| Q4 2021 | $670,000 | -68.6% | 2,413 | -71.2% | 0.22% | -71.4% |
| Q3 2021 | $2,135,000 | -0.4% | 8,377 | 0.0% | 0.78% | -3.9% |
| Q2 2021 | $2,144,000 | +6.8% | 8,377 | -1.0% | 0.82% | -7.2% |
| Q1 2021 | $2,007,000 | +6.1% | 8,460 | 0.0% | 0.88% | -23.2% |
| Q4 2020 | $1,891,000 | – | 8,460 | – | 1.14% | – |
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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% |