ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,486,387 | -3.7% | 6,065 | 0.0% | 0.22% | +0.9% |
| Q2 2023 | $1,543,523 | +0.1% | 6,065 | -7.4% | 0.22% | -5.7% |
| Q1 2023 | $1,541,730 | +6.2% | 6,549 | -0.5% | 0.23% | -4.6% |
| Q4 2022 | $1,452,153 | +6.5% | 6,580 | -0.1% | 0.24% | -14.5% |
| Q3 2022 | $1,363,000 | -4.8% | 6,585 | 0.0% | 0.28% | +2.9% |
| Q2 2022 | $1,431,000 | -24.4% | 6,585 | -8.8% | 0.27% | -21.0% |
| Q1 2022 | $1,894,000 | -44.9% | 7,221 | -41.7% | 0.35% | -47.6% |
| Q4 2021 | $3,436,000 | +990.8% | 12,380 | +900.8% | 0.66% | +903.0% |
| Q3 2021 | $315,000 | -1.3% | 1,237 | -0.8% | 0.07% | -1.5% |
| Q2 2021 | $319,000 | +3.2% | 1,247 | -4.2% | 0.07% | -2.9% |
| Q1 2021 | $309,000 | +6.2% | 1,301 | 0.0% | 0.07% | -5.5% |
| Q4 2020 | $291,000 | -1.4% | 1,301 | -13.5% | 0.07% | -18.9% |
| Q3 2020 | $295,000 | +9.3% | 1,504 | 0.0% | 0.09% | -1.1% |
| Q2 2020 | $270,000 | +19.5% | 1,504 | -1.1% | 0.09% | -1.1% |
| Q1 2020 | $226,000 | -21.0% | 1,521 | +0.1% | 0.09% | -36.6% |
| Q4 2019 | $286,000 | – | 1,520 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |