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 | $1,000,761 | -3.3% | 4,067 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $1,034,970 | +6.8% | 4,067 | -1.2% | 0.08% | -1.3% |
| Q1 2023 | $969,183 | +8.0% | 4,117 | +1.2% | 0.08% | +1.3% |
| Q4 2022 | $897,506 | +6.6% | 4,067 | 0.0% | 0.08% | -3.7% |
| Q3 2022 | $842,000 | -4.8% | 4,067 | 0.0% | 0.08% | +5.2% |
| Q2 2022 | $884,000 | -17.2% | 4,067 | 0.0% | 0.08% | -2.5% |
| Q1 2022 | $1,067,000 | -5.5% | 4,067 | 0.0% | 0.08% | -3.7% |
| Q4 2021 | $1,129,000 | +26.1% | 4,067 | +15.8% | 0.08% | +17.1% |
| Q3 2021 | $895,000 | -0.4% | 3,511 | 0.0% | 0.07% | -13.6% |
| Q2 2021 | $899,000 | -2.2% | 3,511 | -9.4% | 0.08% | -9.0% |
| Q1 2021 | $919,000 | +6.4% | 3,874 | +0.3% | 0.09% | -5.3% |
| Q4 2020 | $864,000 | +14.3% | 3,864 | 0.0% | 0.09% | 0.0% |
| Q3 2020 | $756,000 | +8.6% | 3,864 | 0.0% | 0.09% | 0.0% |
| Q2 2020 | $696,000 | +42.3% | 3,864 | +17.1% | 0.09% | +16.0% |
| Q1 2020 | $489,000 | -21.4% | 3,299 | 0.0% | 0.08% | +5.2% |
| Q4 2019 | $622,000 | +55.9% | 3,299 | +43.5% | 0.08% | +42.6% |
| Q3 2019 | $399,000 | +0.8% | 2,299 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $396,000 | -36.5% | 2,299 | -38.5% | 0.05% | +22.7% |
| Q1 2019 | $624,000 | – | 3,740 | – | 0.04% | – |
Download | ||||||
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% |