ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $38,591,000 | +1.9% | 151,427 | +2.4% | 7.79% | -1.2% |
| Q2 2021 | $37,857,000 | +10.3% | 147,931 | +2.2% | 7.89% | +1.8% |
| Q1 2021 | $34,327,000 | +9.8% | 144,699 | +3.5% | 7.75% | -0.7% |
| Q4 2020 | $31,260,000 | +15.3% | 139,835 | +0.9% | 7.81% | +0.1% |
| Q3 2020 | $27,119,000 | +9.7% | 138,569 | +0.9% | 7.80% | -2.1% |
| Q2 2020 | $24,716,000 | +24.4% | 137,268 | +2.4% | 7.97% | 0.0% |
| Q1 2020 | $19,876,000 | -18.0% | 133,997 | +4.2% | 7.97% | -12.0% |
| Q4 2019 | $24,243,000 | +10.0% | 128,619 | +1.4% | 9.06% | -14.2% |
| Q3 2019 | $22,034,000 | +2.0% | 126,801 | +1.2% | 10.55% | -3.5% |
| Q2 2019 | $21,598,000 | +3.4% | 125,306 | +0.0% | 10.94% | -3.2% |
| Q1 2019 | $20,886,000 | +17.3% | 125,289 | +3.4% | 11.30% | +0.9% |
| Q4 2018 | $17,803,000 | +10.7% | 121,175 | +29.8% | 11.21% | +17.5% |
| Q3 2018 | $16,085,000 | +8.1% | 93,352 | +1.8% | 9.53% | +5.8% |
| Q2 2018 | $14,876,000 | +9.4% | 91,661 | +5.4% | 9.01% | +1.5% |
| Q1 2018 | $13,598,000 | +8.9% | 86,975 | +10.2% | 8.88% | +5.8% |
| Q4 2017 | $12,482,000 | – | 78,913 | – | 8.39% | – |
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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% |