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 | ||||
---|---|---|---|---|---|---|
Q4 2021 | $222,000 | -3.1% | 800 | -11.1% | 0.02% | -13.0% |
Q3 2021 | $229,000 | -18.8% | 900 | -18.2% | 0.02% | -17.9% |
Q2 2021 | $282,000 | -8.4% | 1,100 | -15.4% | 0.03% | -17.6% |
Q1 2021 | $308,000 | -8.1% | 1,300 | -13.3% | 0.03% | -10.5% |
Q4 2020 | $335,000 | -14.3% | 1,500 | -25.0% | 0.04% | -25.5% |
Q3 2020 | $391,000 | -14.8% | 2,000 | -21.6% | 0.05% | -20.3% |
Q2 2020 | $459,000 | +21.4% | 2,550 | 0.0% | 0.06% | 0.0% |
Q1 2020 | $378,000 | -21.4% | 2,550 | 0.0% | 0.06% | -7.2% |
Q4 2019 | $481,000 | – | 2,550 | – | 0.07% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TLWM | 205,951 | $57,151,000 | 19.14% |
Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |