ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,462,204 | -3.8% | 66,901 | -0.5% | 2.12% | +5.2% |
| Q2 2023 | $17,113,753 | +7.7% | 67,250 | -0.4% | 2.01% | +1.5% |
| Q1 2023 | $15,895,093 | +5.0% | 67,521 | -1.6% | 1.98% | -7.7% |
| Q4 2022 | $15,137,300 | +15.4% | 68,594 | +8.3% | 2.15% | -27.9% |
| Q3 2022 | $13,112,000 | -6.7% | 63,332 | -2.0% | 2.98% | +67.6% |
| Q2 2022 | $14,054,000 | -29.9% | 64,653 | -15.4% | 1.78% | -2.6% |
| Q1 2022 | $20,042,000 | -7.5% | 76,391 | -2.2% | 1.83% | -9.9% |
| Q4 2021 | $21,673,000 | +8.5% | 78,104 | -0.4% | 2.03% | -0.7% |
| Q3 2021 | $19,976,000 | -2.2% | 78,384 | -1.8% | 2.04% | -4.2% |
| Q2 2021 | $20,418,000 | +11.5% | 79,789 | -0.9% | 2.13% | +5.7% |
| Q1 2021 | $18,317,000 | +1.2% | 80,529 | -0.5% | 2.02% | -0.8% |
| Q4 2020 | $18,096,000 | – | 80,953 | – | 2.03% | – |
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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% |