ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $179,847 | +24.0% | 657 | +11.0% | 0.02% | -4.3% |
| Q3 2023 | $145,076 | +280.1% | 592 | +294.7% | 0.02% | +283.3% |
| Q2 2023 | $38,172 | +8.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $35,312 | +106906.1% | 150 | 0.0% | 0.01% | +20.0% |
| Q4 2022 | $33 | -99.9% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $31,000 | -79.9% | 150 | -78.8% | 0.01% | -80.0% |
| Q2 2022 | $154,000 | -16.8% | 706 | 0.0% | 0.02% | -3.8% |
| Q1 2022 | $185,000 | +17.1% | 706 | +23.9% | 0.03% | -7.1% |
| Q4 2021 | $158,000 | +9.0% | 570 | 0.0% | 0.03% | +3.7% |
| Q3 2021 | $145,000 | +7.4% | 570 | 0.0% | 0.03% | +17.4% |
| Q1 2021 | $135,000 | +6.3% | 570 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $127,000 | +13.4% | 570 | 0.0% | 0.02% | +4.5% |
| Q3 2020 | $112,000 | +8.7% | 570 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $103,000 | – | 570 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |