ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,262,601 | +1.6% | 9,195 | +5.0% | 0.16% | +1.9% |
| Q2 2023 | $2,227,973 | -21.0% | 8,755 | -26.9% | 0.15% | -23.4% |
| Q1 2023 | $2,819,035 | +1467.4% | 11,975 | +1369.3% | 0.20% | +1335.7% |
| Q4 2022 | $179,854 | -9.2% | 815 | -8.2% | 0.01% | -22.2% |
| Q3 2022 | $198,000 | -94.4% | 888 | -94.6% | 0.02% | -92.9% |
| Q2 2022 | $3,556,000 | +3.9% | 16,360 | +25.4% | 0.26% | +5.4% |
| Q1 2022 | $3,422,000 | -6.1% | 13,046 | -0.7% | 0.24% | +4.8% |
| Q4 2021 | $3,646,000 | +8.8% | 13,138 | -0.1% | 0.23% | +1.3% |
| Q3 2021 | $3,351,000 | -0.8% | 13,148 | -0.4% | 0.23% | +3.2% |
| Q2 2021 | $3,377,000 | +4.6% | 13,198 | -3.0% | 0.22% | +1.8% |
| Q1 2021 | $3,228,000 | +26800.0% | 13,606 | +24638.2% | 0.22% | +21600.0% |
| Q4 2020 | $12,000 | +9.1% | 55 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $11,000 | +10.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $10,000 | +25.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $8,000 | -20.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $10,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $10,000 | +66.7% | 55 | +71.9% | 0.00% | 0.0% |
| Q2 2019 | $6,000 | +20.0% | 32 | 0.0% | 0.00% | – |
| Q1 2019 | $5,000 | – | 32 | – | 0.00% | – |
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% |