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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,300 | -4.0% | 1,409 | -0.3% | 0.00% | 0.0% |
| Q2 2023 | $359,591 | -5.9% | 1,413 | -12.9% | 0.00% | -20.0% |
| Q1 2023 | $382,136 | -13.8% | 1,623 | -19.2% | 0.01% | -16.7% |
| Q4 2022 | $443,371 | +4.3% | 2,009 | -2.0% | 0.01% | -14.3% |
| Q3 2022 | $425,000 | -26.5% | 2,051 | -22.9% | 0.01% | -22.2% |
| Q2 2022 | $578,000 | -17.0% | 2,661 | +0.2% | 0.01% | -10.0% |
| Q1 2022 | $696,000 | +16.0% | 2,656 | +22.7% | 0.01% | +11.1% |
| Q4 2021 | $600,000 | +12.8% | 2,164 | +4.0% | 0.01% | 0.0% |
| Q3 2021 | $532,000 | -54.0% | 2,081 | -64.8% | 0.01% | -52.6% |
| Q3 2020 | $1,157,000 | +301.7% | 5,913 | +271.0% | 0.02% | +137.5% |
| Q2 2020 | $288,000 | +8.3% | 1,594 | -10.8% | 0.01% | 0.0% |
| Q1 2020 | $266,000 | -37.6% | 1,786 | -21.1% | 0.01% | -20.0% |
| Q4 2019 | $426,000 | +26.8% | 2,265 | +17.1% | 0.01% | -28.6% |
| Q3 2019 | $336,000 | +1.2% | 1,935 | +0.4% | 0.01% | -6.7% |
| Q2 2019 | $332,000 | -3.8% | 1,928 | -6.8% | 0.02% | -16.7% |
| Q1 2019 | $345,000 | +19.8% | 2,068 | +5.6% | 0.02% | -62.5% |
| Q4 2018 | $288,000 | – | 1,959 | – | 0.05% | – |
Download | ||||||
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% |