ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,167,772 | -15.5% | 4,765 | -12.3% | 0.96% | -11.4% |
| Q2 2023 | $1,382,145 | +8.2% | 5,431 | +0.0% | 1.08% | +2.7% |
| Q1 2023 | $1,277,972 | -7.6% | 5,429 | -13.4% | 1.06% | -8.4% |
| Q4 2022 | $1,382,949 | +48.4% | 6,267 | +39.1% | 1.15% | +32.9% |
| Q3 2022 | $932,000 | -9.1% | 4,504 | -4.6% | 0.87% | -2.3% |
| Q2 2022 | $1,025,000 | -19.9% | 4,719 | -3.2% | 0.89% | -8.3% |
| Q1 2022 | $1,279,000 | -11.2% | 4,876 | -6.1% | 0.97% | -10.0% |
| Q4 2021 | $1,440,000 | – | 5,191 | – | 1.07% | – |
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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% |