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 | $4,265,514 | -7.0% | 17,406 | -3.5% | 3.39% | -3.1% |
| Q2 2023 | $4,588,274 | +7.8% | 18,030 | -0.3% | 3.50% | +0.9% |
| Q1 2023 | $4,257,390 | +4.1% | 18,085 | -2.4% | 3.47% | +35.5% |
| Q4 2022 | $4,090,304 | +4.2% | 18,535 | -2.2% | 2.56% | -43.5% |
| Q3 2022 | $3,926,000 | -5.8% | 18,961 | -1.1% | 4.53% | -12.9% |
| Q2 2022 | $4,169,000 | -17.5% | 19,177 | -0.4% | 5.20% | -15.0% |
| Q1 2022 | $5,053,000 | -6.7% | 19,259 | -1.3% | 6.12% | -5.5% |
| Q4 2021 | $5,417,000 | +9.5% | 19,520 | +0.6% | 6.47% | -7.3% |
| Q3 2021 | $4,945,000 | – | 19,405 | – | 6.98% | – |
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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% |