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 | $4,250,566 | -6.1% | 17,345 | -2.5% | 0.78% | -1.8% |
| Q2 2023 | $4,526,690 | +3.0% | 17,788 | -4.8% | 0.80% | -9.8% |
| Q1 2023 | $4,396,753 | -2.5% | 18,677 | -8.6% | 0.88% | -8.8% |
| Q4 2022 | $4,507,830 | -46.1% | 20,427 | -49.4% | 0.97% | -51.3% |
| Q3 2022 | $8,356,000 | +88.2% | 40,360 | +97.6% | 1.99% | +99.3% |
| Q2 2022 | $4,440,000 | -25.3% | 20,422 | -9.8% | 1.00% | -10.1% |
| Q1 2022 | $5,943,000 | +1.3% | 22,652 | +7.1% | 1.11% | +6.3% |
| Q4 2021 | $5,867,000 | +5.8% | 21,142 | -2.8% | 1.04% | -1.4% |
| Q3 2021 | $5,543,000 | -8.0% | 21,752 | -7.6% | 1.06% | -7.7% |
| Q2 2021 | $6,022,000 | -5.2% | 23,532 | -12.1% | 1.15% | -16.7% |
| Q1 2021 | $6,352,000 | +5.9% | 26,777 | -0.2% | 1.38% | +3.4% |
| Q4 2020 | $5,997,000 | +9.0% | 26,827 | -4.6% | 1.33% | -5.2% |
| Q3 2020 | $5,503,000 | +1.9% | 28,119 | -6.3% | 1.41% | -10.3% |
| Q2 2020 | $5,403,000 | -30.2% | 30,006 | -42.5% | 1.57% | -44.6% |
| Q1 2020 | $7,738,000 | – | 52,166 | – | 2.83% | – |
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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% |