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 2022 | $87,000 | -4.4% | 423 | +0.5% | 0.03% | -3.3% |
| Q2 2022 | $91,000 | -16.5% | 421 | +0.7% | 0.03% | 0.0% |
| Q1 2022 | $109,000 | -6.0% | 418 | 0.0% | 0.03% | -9.1% |
| Q4 2021 | $116,000 | +9.4% | 418 | +0.2% | 0.03% | +3.1% |
| Q3 2021 | $106,000 | 0.0% | 417 | +0.2% | 0.03% | 0.0% |
| Q2 2021 | $106,000 | +34.2% | 416 | +24.6% | 0.03% | +28.0% |
| Q1 2021 | $79,000 | +6.8% | 334 | +0.3% | 0.02% | +4.2% |
| Q4 2020 | $74,000 | +15.6% | 333 | +0.3% | 0.02% | 0.0% |
| Q3 2020 | $64,000 | +8.5% | 332 | +0.6% | 0.02% | +9.1% |
| Q2 2020 | $59,000 | +22.9% | 330 | +0.3% | 0.02% | +15.8% |
| Q1 2020 | $48,000 | -22.6% | 329 | +0.6% | 0.02% | -9.5% |
| Q4 2019 | $62,000 | +10.7% | 327 | +0.3% | 0.02% | +5.0% |
| Q3 2019 | $56,000 | 0.0% | 326 | +0.6% | 0.02% | 0.0% |
| Q2 2019 | $56,000 | +5.7% | 324 | +0.3% | 0.02% | +5.3% |
| Q1 2019 | $53,000 | +15.2% | 323 | +0.3% | 0.02% | 0.0% |
| Q4 2018 | $46,000 | -14.8% | 322 | +1.3% | 0.02% | -9.5% |
| Q3 2018 | $54,000 | +5.9% | 318 | +0.3% | 0.02% | +5.0% |
| Q2 2018 | $51,000 | +4.1% | 317 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $49,000 | -2.0% | 317 | +0.3% | 0.02% | -9.1% |
| Q4 2017 | $50,000 | +8.7% | 316 | +1.0% | 0.02% | 0.0% |
| Q3 2017 | $46,000 | +4.5% | 313 | +0.3% | 0.02% | -4.3% |
| Q2 2017 | $44,000 | +2.3% | 312 | +0.3% | 0.02% | 0.0% |
| Q1 2017 | $43,000 | – | 311 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |