ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $265,000 | -100.0% | 1,201 | -49.7% | 0.01% | -58.3% |
| Q4 2021 | $662,000,000 | +2911.7% | 2,387 | -97.6% | 0.01% | -98.0% |
| Q4 2020 | $21,981,000 | +10.4% | 98,328 | -3.3% | 0.61% | -8.5% |
| Q3 2020 | $19,907,000 | +18.1% | 101,719 | +8.6% | 0.67% | +4.5% |
| Q2 2020 | $16,860,000 | +42.6% | 93,633 | +49.2% | 0.64% | +30.5% |
| Q4 2019 | $11,826,000 | +38.2% | 62,740 | +27.4% | 0.49% | +21.0% |
| Q3 2019 | $8,559,000 | +47.0% | 49,254 | +42.6% | 0.40% | +26.2% |
| Q1 2019 | $5,824,000 | – | 34,540 | – | 0.32% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 216,823 | $48,471,000 | 19.37% |
| AlphaCore Capital LLC | 111,582 | $24,944,000 | 18.59% |
| Family Firm, Inc. | 233,544 | $52,899,000 | 15.77% |
| Geller Advisors LLC | 299,746 | $57,005,000 | 14.33% |
| Evensky & Katz LLC | 501,905 | $112,201,000 | 13.88% |
| SCS Capital Management LLC | 6,088,198 | $1,361,016,000 | 13.52% |
| PITCAIRN CO | 737,205 | $164,802,000 | 12.58% |
| Wind River Trust Co | 147,932 | $33,070,000 | 11.92% |
| Financial Services Advisory Inc | 135,719 | $30,340,000 | 11.70% |
| HANTZ FINANCIAL SERVICES, INC. | 129,406 | $28,929,000 | 9.96% |