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 | $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 | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |