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 | $647 | -3.7% | 2,641 | 0.0% | 0.39% | +44.9% |
| Q2 2023 | $672 | -32.4% | 2,641 | -37.4% | 0.27% | -32.9% |
| Q1 2023 | $994 | +6.8% | 4,221 | 0.0% | 0.40% | +10.6% |
| Q4 2022 | $931 | -99.9% | 4,221 | 0.0% | 0.36% | +0.6% |
| Q3 2022 | $874,000 | -43.3% | 4,221 | -29.9% | 0.36% | -49.6% |
| Q2 2021 | $1,541,000 | +16.2% | 6,021 | -11.1% | 0.71% | +16.2% |
| Q3 2020 | $1,326,000 | +8.7% | 6,776 | 0.0% | 0.61% | +3.0% |
| Q2 2020 | $1,220,000 | +2.6% | 6,776 | -15.5% | 0.59% | +0.8% |
| Q1 2020 | $1,189,000 | -21.3% | 8,015 | 0.0% | 0.59% | +4.2% |
| Q4 2019 | $1,511,000 | – | 8,015 | – | 0.56% | – |
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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% |