ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $3,373,000 | +13.0% | 12,855 | +19.6% | 0.10% | +33.3% |
| Q4 2021 | $2,984,000 | +8.0% | 10,752 | -0.8% | 0.07% | +16.1% |
| Q3 2021 | $2,762,000 | +3.0% | 10,836 | +3.4% | 0.06% | +3.3% |
| Q2 2021 | $2,682,000 | -5.9% | 10,479 | -12.8% | 0.06% | -11.8% |
| Q1 2021 | $2,849,000 | +4.0% | 12,011 | -2.0% | 0.07% | 0.0% |
| Q4 2020 | $2,740,000 | +15.3% | 12,256 | +0.9% | 0.07% | +3.0% |
| Q3 2020 | $2,376,000 | +9.8% | 12,141 | +1.1% | 0.07% | +4.8% |
| Q2 2020 | $2,163,000 | +22.0% | 12,014 | +0.5% | 0.06% | +3.3% |
| Q1 2020 | $1,773,000 | -4.0% | 11,956 | +22.1% | 0.06% | +19.6% |
| Q4 2019 | $1,846,000 | +8.3% | 9,794 | -0.2% | 0.05% | +6.2% |
| Q3 2019 | $1,705,000 | +1.3% | 9,810 | +0.5% | 0.05% | +4.3% |
| Q2 2019 | $1,683,000 | – | 9,763 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 216,823 | $48,471,000 | 19.37% |
| AlphaCore Capital LLC | 111,582 | $24,944,000 | 18.59% |
| Family Firm, Inc. | 233,544 | $52,899,000 | 15.77% |
| Geller Advisors LLC | 299,746 | $57,005,000 | 14.33% |
| Evensky & Katz LLC | 501,905 | $112,201,000 | 13.88% |
| SCS Capital Management LLC | 6,088,198 | $1,361,016,000 | 13.52% |
| PITCAIRN CO | 737,205 | $164,802,000 | 12.58% |
| Wind River Trust Co | 147,932 | $33,070,000 | 11.92% |
| Financial Services Advisory Inc | 135,719 | $30,340,000 | 11.70% |
| HANTZ FINANCIAL SERVICES, INC. | 129,406 | $28,929,000 | 9.96% |