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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $307 | -99.9% | 1,392 | -29.7% | 0.05% | -36.0% |
| Q1 2018 | $309,000 | -2.2% | 1,979 | -1.0% | 0.08% | -3.8% |
| Q4 2017 | $316,000 | +3.3% | 1,998 | -2.7% | 0.08% | -2.5% |
| Q3 2017 | $306,000 | +24.9% | 2,053 | -4.6% | 0.08% | -15.8% |
| Q3 2015 | $245,000 | -20.7% | 2,152 | -13.7% | 0.10% | -16.7% |
| Q2 2015 | $309,000 | -22.4% | 2,494 | -22.3% | 0.11% | -19.7% |
| Q1 2015 | $398,000 | -66.3% | 3,210 | -66.7% | 0.14% | -67.5% |
| Q4 2014 | $1,180,000 | – | 9,650 | – | 0.44% | – |
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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% |