ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $254,128 | -3.7% | 1,037 | 0.0% | 0.04% | -4.4% |
Q2 2023 | $263,896 | +8.1% | 1,037 | 0.0% | 0.04% | -6.2% |
Q1 2023 | $244,121 | +5.3% | 1,037 | -1.3% | 0.05% | -11.1% |
Q4 2022 | $231,935 | +6.6% | 1,051 | 0.0% | 0.05% | -22.9% |
Q3 2022 | $217,600 | -4.9% | 1,051 | -0.1% | 0.07% | -34.6% |
Q2 2022 | $228,695 | -17.1% | 1,052 | 0.0% | 0.11% | -18.9% |
Q1 2022 | $276,014 | – | 1,052 | – | 0.13% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
TLWM | 113,075 | $20,354,000 | 12.02% |
Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |