ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 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% | – |
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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% |