ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $46,996 | +3.6% | 191,773 | +7.6% | 0.07% | +17.2% |
| Q2 2023 | $45,367 | -54.8% | 178,272 | -58.2% | 0.06% | -57.0% |
| Q1 2023 | $100,470 | +355.6% | 426,789 | +327.1% | 0.14% | +350.0% |
| Q4 2022 | $22,051 | -99.8% | 99,925 | +131.5% | 0.03% | +130.8% |
| Q3 2022 | $8,936,000 | -82.1% | 43,160 | -81.2% | 0.01% | -80.0% |
| Q2 2022 | $50,029,000 | +16.4% | 230,137 | +40.4% | 0.06% | +41.3% |
| Q1 2022 | $42,996,000 | -7.7% | 163,876 | -2.4% | 0.05% | -2.1% |
| Q4 2021 | $46,604,000 | +91.1% | 167,942 | +75.5% | 0.05% | +80.8% |
| Q3 2021 | $24,393,000 | +695.9% | 95,715 | +699.3% | 0.03% | +766.7% |
| Q2 2021 | $3,065,000 | – | 11,975 | – | 0.00% | – |
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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% |