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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $708,472 | +116.2% | 2,784 | +100.0% | 0.03% | +6.7% |
| Q1 2023 | $327,691 | -46.7% | 1,392 | -50.0% | 0.03% | +7.1% |
| Q4 2022 | $614,374 | +113.3% | 2,784 | +100.0% | 0.03% | 0.0% |
| Q3 2022 | $288,000 | -5.0% | 1,392 | 0.0% | 0.03% | -3.4% |
| Q2 2022 | $303,000 | -17.0% | 1,392 | 0.0% | 0.03% | -14.7% |
| Q1 2022 | $365,000 | -5.4% | 1,392 | 0.0% | 0.03% | -2.9% |
| Q4 2021 | $386,000 | – | 1,392 | – | 0.04% | – |
Download | ||||||
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% |