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 | $1,762,196 | -5.5% | 7,305 | +1.5% | 1.18% | -0.3% |
| Q2 2023 | $1,864,823 | +14.4% | 7,195 | +3.9% | 1.18% | +0.1% |
| Q1 2023 | $1,630,633 | -16.6% | 6,927 | -21.8% | 1.18% | -13.8% |
| Q4 2022 | $1,954,630 | +4.7% | 8,857 | -1.7% | 1.37% | -2.4% |
| Q3 2022 | $1,866,000 | +4.1% | 9,014 | +9.3% | 1.40% | -9.4% |
| Q2 2022 | $1,793,000 | -13.1% | 8,249 | +4.9% | 1.54% | -3.1% |
| Q1 2022 | $2,064,000 | -5.3% | 7,866 | -4.0% | 1.60% | -1.7% |
| Q4 2021 | $2,179,000 | +6.1% | 8,191 | +1.7% | 1.62% | -8.7% |
| Q3 2021 | $2,053,000 | +16.6% | 8,057 | +17.2% | 1.78% | +13.0% |
| Q2 2021 | $1,760,000 | – | 6,877 | – | 1.57% | – |
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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% |