ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,509,438 | -38.1% | 22,482 | -35.8% | 0.01% | -40.0% |
Q2 2023 | $8,905,782 | +95971.0% | 34,996 | -11.1% | 0.01% | -9.1% |
Q1 2023 | $9,270 | -99.8% | 39,378 | +77.0% | 0.01% | +57.1% |
Q3 2022 | $4,605,000 | -4.9% | 22,244 | -0.2% | 0.01% | 0.0% |
Q2 2022 | $4,843,000 | -31.1% | 22,278 | -16.8% | 0.01% | -22.2% |
Q1 2022 | $7,024,000 | +395.0% | 26,771 | +423.5% | 0.01% | +350.0% |
Q4 2021 | $1,419,000 | +61.2% | 5,114 | +48.1% | 0.00% | +100.0% |
Q3 2021 | $880,000 | +321.1% | 3,453 | +291.5% | 0.00% | – |
Q1 2021 | $209,000 | -88.1% | 882 | -88.8% | 0.00% | -100.0% |
Q4 2020 | $1,755,000 | +2.8% | 7,850 | -10.0% | 0.00% | -33.3% |
Q3 2020 | $1,707,000 | +516.2% | 8,723 | +466.4% | 0.00% | – |
Q2 2020 | $277,000 | -86.3% | 1,540 | -86.7% | 0.00% | -100.0% |
Q3 2019 | $2,017,000 | +290.9% | 11,607 | +171.8% | 0.00% | +100.0% |
Q1 2016 | $516,000 | – | 4,270 | – | 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% |