ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 495 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,546 | +3093.5% | 92 | +2966.7% | 0.00% | – |
| Q1 2023 | $706 | -99.2% | 3 | -99.3% | 0.00% | -100.0% |
| Q3 2022 | $86,000 | -88.4% | 416 | -87.8% | 0.00% | -80.0% |
| Q2 2022 | $742,000 | – | 3,415 | +12096.4% | 0.01% | – |
| Q1 2022 | $0 | – | 28 | -62.7% | 0.00% | – |
| Q4 2021 | $0 | -100.0% | 75 | -93.2% | 0.00% | -100.0% |
| Q4 2020 | $247,000 | – | 1,104 | +2.5% | 0.00% | – |
| Q4 2019 | $0 | – | 1,077 | +37.0% | 0.00% | – |
| Q4 2018 | $0 | – | 786 | – | 0.00% | – |
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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% |