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 | $1,306,570 | -70.4% | 5,321 | -69.3% | 0.02% | -70.0% |
| Q2 2023 | $4,406,847 | +373.0% | 17,317 | +337.6% | 0.06% | +328.6% |
| Q1 2023 | $931,623 | +1.2% | 3,957 | -5.2% | 0.01% | -6.7% |
| Q4 2022 | $920,586 | +1.1% | 4,172 | -5.1% | 0.02% | -6.2% |
| Q3 2022 | $910,524 | -12.9% | 4,398 | -8.5% | 0.02% | -20.0% |
| Q2 2022 | $1,045,000 | -16.1% | 4,806 | +1.2% | 0.02% | -4.8% |
| Q1 2022 | $1,246,000 | – | 4,747 | – | 0.02% | – |
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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% |