ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $711,164 | -3.7% | 2,902 | 0.0% | 0.19% | +9.1% |
| Q2 2023 | $738,501 | +8.1% | 2,902 | 0.0% | 0.18% | +7.4% |
| Q1 2023 | $683,160 | +6.7% | 2,902 | 0.0% | 0.16% | +3.2% |
| Q4 2022 | $640,413 | +6.6% | 2,902 | 0.0% | 0.16% | -4.2% |
| Q3 2022 | $601,000 | -4.8% | 2,902 | 0.0% | 0.16% | 0.0% |
| Q2 2022 | $631,000 | -17.1% | 2,902 | 0.0% | 0.16% | +2.5% |
| Q1 2022 | $761,000 | -5.5% | 2,902 | 0.0% | 0.16% | -10.6% |
| Q4 2021 | $805,000 | +8.8% | 2,902 | 0.0% | 0.18% | +8.4% |
| Q3 2021 | $740,000 | -38.9% | 2,902 | -50.0% | 0.17% | -4.6% |
| Q2 2021 | $1,211,000 | +76.0% | 5,804 | +100.0% | 0.17% | +1.8% |
| Q1 2021 | $688,000 | +6.0% | 2,902 | 0.0% | 0.17% | -3.4% |
| Q4 2020 | $649,000 | -13.7% | 2,902 | 0.0% | 0.18% | -24.4% |
| Q3 2020 | $752,000 | +43.8% | 2,902 | 0.0% | 0.23% | +30.0% |
| Q2 2020 | $523,000 | -13.1% | 2,902 | 0.0% | 0.18% | -54.1% |
| Q1 2020 | $602,000 | +10.1% | 2,902 | 0.0% | 0.39% | +92.2% |
| Q4 2019 | $547,000 | +8.5% | 2,902 | 0.0% | 0.20% | +0.5% |
| Q3 2019 | $504,000 | +0.8% | 2,902 | 0.0% | 0.20% | -1.5% |
| Q2 2019 | $500,000 | +3.3% | 2,902 | 0.0% | 0.21% | +2.5% |
| Q1 2019 | $484,000 | +13.6% | 2,902 | 0.0% | 0.20% | +2.6% |
| Q4 2018 | $426,000 | – | 2,902 | – | 0.20% | – |
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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% |