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 ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |