ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,646 | -16.5% | 1,318 | -13.2% | 0.26% | -11.5% |
| Q2 2023 | $386,301 | +1.7% | 1,518 | -5.9% | 0.30% | +0.7% |
| Q1 2023 | $379,716 | -51.1% | 1,613 | -54.1% | 0.29% | -52.7% |
| Q4 2022 | $775,911 | +135.1% | 3,516 | +120.3% | 0.62% | +117.5% |
| Q3 2022 | $330,000 | -5.2% | 1,596 | -0.4% | 0.28% | +1.8% |
| Q2 2022 | $348,000 | -16.9% | 1,603 | +0.4% | 0.28% | -7.0% |
| Q1 2022 | $419,000 | -38.8% | 1,596 | -35.4% | 0.30% | -37.2% |
| Q4 2021 | $685,000 | – | 2,469 | – | 0.48% | – |
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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% |