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 | $16,699,614 | -4.8% | 68,145 | -1.1% | 8.98% | -6.0% |
| Q2 2023 | $17,541,306 | +49.4% | 68,930 | +62.9% | 9.56% | -12.3% |
| Q1 2023 | $11,743,800 | -15.5% | 42,320 | +107.2% | 10.90% | +9.6% |
| Q4 2022 | $13,898,868 | +13.4% | 20,423 | -65.5% | 9.95% | -4.7% |
| Q3 2022 | $12,261,000 | +51.3% | 59,223 | +242.9% | 10.45% | +30.2% |
| Q2 2022 | $8,106,000 | -0.6% | 17,271 | -44.5% | 8.02% | +13.5% |
| Q1 2022 | $8,158,000 | -30.5% | 31,095 | -26.5% | 7.07% | -35.9% |
| Q4 2021 | $11,744,000 | – | 42,320 | – | 11.03% | – |
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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% |