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 2022 | $2,004,000 | -5.7% | 9,679 | -1.0% | 1.74% | -20.9% |
| Q2 2022 | $2,126,000 | -18.6% | 9,780 | -1.8% | 2.20% | +15.9% |
| Q1 2022 | $2,613,000 | -55.4% | 9,960 | -52.9% | 1.90% | -47.2% |
| Q4 2021 | $5,862,000 | +14.4% | 21,125 | +5.1% | 3.60% | +6.4% |
| Q3 2021 | $5,124,000 | +2.6% | 20,107 | +3.0% | 3.38% | +3.0% |
| Q2 2021 | $4,995,000 | +9.4% | 19,517 | +1.4% | 3.28% | +2.7% |
| Q1 2021 | $4,564,000 | +19.4% | 19,239 | +12.5% | 3.20% | +5.1% |
| Q4 2020 | $3,822,000 | +16.4% | 17,098 | +1.9% | 3.04% | -7.1% |
| Q3 2020 | $3,284,000 | -2.3% | 16,780 | -10.1% | 3.28% | -10.2% |
| Q2 2020 | $3,361,000 | +4.0% | 18,664 | -14.4% | 3.65% | -13.2% |
| Q1 2020 | $3,233,000 | -33.0% | 21,796 | -14.9% | 4.20% | -11.2% |
| Q4 2019 | $4,825,000 | – | 25,600 | – | 4.73% | – |
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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% |