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 | $753,070 | -3.7% | 3,073 | 0.0% | 0.05% | +2.2% |
| Q2 2023 | $782,017 | +8.1% | 3,073 | 0.0% | 0.05% | +2.2% |
| Q1 2023 | $723,415 | +205.5% | 3,073 | +186.4% | 0.04% | +200.0% |
| Q4 2022 | $236,790 | +6.7% | 1,073 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $222,000 | -4.7% | 1,073 | 0.0% | 0.02% | +6.7% |
| Q2 2022 | $233,000 | -85.7% | 1,073 | -81.7% | 0.02% | -84.8% |
| Q4 2021 | $1,626,000 | +37.6% | 5,860 | +26.3% | 0.10% | +25.3% |
| Q3 2021 | $1,182,000 | -0.4% | 4,639 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $1,187,000 | +29.4% | 4,639 | +20.0% | 0.08% | +17.6% |
| Q1 2021 | $917,000 | +6.1% | 3,866 | 0.0% | 0.07% | +3.0% |
| Q4 2020 | $864,000 | +31.7% | 3,866 | +15.4% | 0.07% | +4.8% |
| Q3 2020 | $656,000 | +27.9% | 3,350 | +17.5% | 0.06% | +34.0% |
| Q2 2020 | $513,000 | +59.8% | 2,850 | +31.6% | 0.05% | +42.4% |
| Q1 2020 | $321,000 | – | 2,166 | – | 0.03% | – |
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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% |