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 2022 | $308 | -99.9% | 1,397 | 0.0% | 0.04% | -7.3% |
| Q3 2022 | $289,000 | -4.9% | 1,397 | 0.0% | 0.04% | +7.9% |
| Q2 2022 | $304,000 | -58.6% | 1,397 | -50.0% | 0.04% | -22.4% |
| Q1 2022 | $734,000 | +89.2% | 2,794 | +100.0% | 0.05% | -3.9% |
| Q4 2021 | $388,000 | +9.0% | 1,397 | 0.0% | 0.05% | +50.0% |
| Q3 2021 | $356,000 | -0.6% | 1,397 | 0.0% | 0.03% | +6.2% |
| Q2 2021 | $358,000 | +8.2% | 1,397 | 0.0% | 0.03% | +10.3% |
| Q1 2021 | $331,000 | +6.1% | 1,397 | 0.0% | 0.03% | -3.3% |
| Q4 2020 | $312,000 | +14.3% | 1,397 | 0.0% | 0.03% | -6.2% |
| Q3 2020 | $273,000 | +8.3% | 1,397 | 0.0% | 0.03% | -5.9% |
| Q2 2020 | $252,000 | -39.1% | 1,397 | -50.0% | 0.03% | -5.6% |
| Q1 2020 | $414,000 | +57.4% | 2,794 | +100.0% | 0.04% | +24.1% |
| Q4 2019 | $263,000 | +8.2% | 1,397 | 0.0% | 0.03% | +3.6% |
| Q3 2019 | $243,000 | +0.8% | 1,397 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $241,000 | – | 1,397 | – | 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% |