ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,294,497 | -3.7% | 9,363 | 0.0% | 0.41% | +3.0% |
| Q2 2023 | $2,382,697 | +8.1% | 9,363 | 0.0% | 0.40% | -4.5% |
| Q1 2023 | $2,204,144 | +6.7% | 9,363 | 0.0% | 0.42% | -3.0% |
| Q4 2022 | $2,066,227 | +6.6% | 9,363 | 0.0% | 0.43% | -0.2% |
| Q3 2022 | $1,939,000 | -4.7% | 9,363 | 0.0% | 0.44% | +8.8% |
| Q2 2022 | $2,035,000 | -17.2% | 9,363 | 0.0% | 0.40% | +0.5% |
| Q1 2022 | $2,457,000 | -5.4% | 9,363 | 0.0% | 0.40% | -5.9% |
| Q4 2021 | $2,598,000 | +8.9% | 9,363 | 0.0% | 0.42% | +1.0% |
| Q3 2021 | $2,386,000 | -0.4% | 9,363 | 0.0% | 0.42% | -0.5% |
| Q2 2021 | $2,396,000 | +7.9% | 9,363 | 0.0% | 0.42% | -0.2% |
| Q1 2021 | $2,221,000 | +7.8% | 9,363 | +1.6% | 0.42% | +2.9% |
| Q4 2020 | $2,061,000 | +29.6% | 9,219 | +13.5% | 0.41% | +12.9% |
| Q3 2020 | $1,590,000 | – | 8,123 | – | 0.36% | – |
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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% |