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 | $1,230,653 | -5.5% | 5,022 | -1.9% | 0.09% | -2.2% |
| Q2 2023 | $1,302,908 | +9.8% | 5,120 | +1.5% | 0.09% | +10.7% |
| Q1 2023 | $1,186,905 | +7.0% | 5,042 | +0.3% | 0.08% | -1.2% |
| Q4 2022 | $1,109,391 | +6.2% | 5,027 | -0.4% | 0.08% | -2.3% |
| Q3 2022 | $1,045,000 | -6.1% | 5,045 | -1.5% | 0.09% | -2.2% |
| Q2 2022 | $1,113,000 | -16.9% | 5,120 | +0.2% | 0.09% | -1.1% |
| Q1 2022 | $1,340,000 | -6.4% | 5,108 | -1.0% | 0.09% | -3.2% |
| Q4 2021 | $1,432,000 | +10.2% | 5,159 | +1.6% | 0.09% | -8.8% |
| Q2 2021 | $1,300,000 | +6.4% | 5,080 | -1.4% | 0.10% | -13.6% |
| Q1 2021 | $1,222,000 | +9.0% | 5,151 | +2.7% | 0.12% | +0.9% |
| Q4 2020 | $1,121,000 | +276.2% | 5,014 | +229.0% | 0.12% | +408.7% |
| Q3 2020 | $298,000 | -52.5% | 1,524 | -54.2% | 0.02% | -70.9% |
| Q4 2019 | $627,000 | – | 3,324 | – | 0.08% | – |
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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% |