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%.
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 288,392 | $70,673,119 | 18.73% |
| Family Firm, Inc. | 218,999 | $53,667,957 | 15.07% |
| SCS Capital Management LLC | 2,162,657 | $532,161,978 | 14.18% |
| Strategic Equity Management | 150,551 | $36,894,074 | 13.90% |
| FFT WEALTH MANAGEMENT LLC | 427,174 | $104,683,193 | 13.48% |
| Wind River Trust Co | 124,692 | $30,557,022 | 13.17% |
| LGL PARTNERS, LLC | 302,003 | $74,008,878 | 12.98% |
| PITCAIRN CO | 541,161 | $132,616,915 | 11.31% |
| HANTZ FINANCIAL SERVICES, INC. | 113,820 | $27,893 | 9.29% |
| SENTINEL TRUST CO LBA | 263,702 | $64,623 | 9.16% |
| Brooklyn FI, LLC | 68,145 | $16,699,614 | 8.98% |
| Compass Financial Group, Inc. | 59,274 | $14,525,686 | 8.82% |
| Evensky & Katz LLC | 420,562 | $103,063 | 8.80% |
| Georgetown University | 99,047 | $24,272,458 | 8.78% |
| Pegasus Partners Ltd. | 238,520 | $58,451,835 | 8.22% |
| Wealthstream Advisors, Inc. | 55,235 | $13,535,782 | 6.99% |
| AlphaCore Capital LLC | 175,289 | $43,133,020 | 6.81% |
| Great Diamond Partners, LLC | 91,619 | $22,452,299 | 6.08% |
| Portfolio Strategies, Inc. | 122,862 | $30,107,920 | 5.80% |
| Proficio Capital Partners LLC | 174,463 | $42,753,863 | 5.70% |
External links
This page lists ISHARES TR's shareholders in Q3 2023. To view ISHARES TR's shareholder history, click here.