ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $625,393 | -26.9% | 2,552 | -24.1% | 0.10% | -25.0% |
| Q2 2023 | $855,920 | +4.8% | 3,363 | -3.0% | 0.14% | -9.9% |
| Q1 2023 | $816,463 | +19.0% | 3,468 | +11.6% | 0.15% | +33.6% |
| Q4 2022 | $685,886 | -49.8% | 3,108 | -52.9% | 0.11% | -45.9% |
| Q3 2022 | $1,366,000 | -9.4% | 6,597 | -4.9% | 0.21% | +1.0% |
| Q2 2022 | $1,508,000 | -27.5% | 6,937 | -12.5% | 0.21% | -43.0% |
| Q1 2022 | $2,081,000 | -10.1% | 7,931 | -4.9% | 0.36% | -6.7% |
| Q4 2021 | $2,316,000 | +7.5% | 8,344 | -1.3% | 0.39% | -0.5% |
| Q3 2021 | $2,154,000 | – | 8,451 | – | 0.39% | – |
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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% |