ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 514 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.66 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $203,000 | -4.7% | 773 | +0.8% | 0.02% | +4.5% |
| Q4 2021 | $213,000 | -63.2% | 767 | -80.4% | 0.02% | -84.3% |
| Q1 2020 | $579,000 | -36.8% | 3,905 | -19.7% | 0.14% | -18.1% |
| Q4 2019 | $916,000 | +0.1% | 4,862 | -7.6% | 0.17% | -1.7% |
| Q3 2019 | $915,000 | +24.0% | 5,263 | +23.0% | 0.17% | +11.5% |
| Q2 2019 | $738,000 | +2.5% | 4,280 | -0.9% | 0.16% | +2.0% |
| Q1 2019 | $720,000 | +58.9% | 4,320 | +40.1% | 0.15% | +36.6% |
| Q4 2018 | $453,000 | +30.5% | 3,083 | +39.0% | 0.11% | +83.6% |
| Q1 2018 | $347,000 | -84.4% | 2,218 | -84.2% | 0.06% | -87.8% |
| Q4 2017 | $2,225,000 | -61.4% | 14,071 | -63.6% | 0.50% | -71.3% |
| Q3 2017 | $5,770,000 | +6.5% | 38,651 | +2.8% | 1.75% | +9.9% |
| Q2 2017 | $5,417,000 | +68.9% | 37,616 | +64.1% | 1.59% | +64.8% |
| Q1 2017 | $3,207,000 | -27.0% | 22,924 | -30.6% | 0.96% | -29.9% |
| Q4 2016 | $4,391,000 | +3.8% | 33,021 | +0.1% | 1.38% | +3.3% |
| Q3 2016 | $4,230,000 | – | 32,998 | – | 1.33% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |