ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,349 | -3.7% | 1,144 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $291,125 | +8.1% | 1,144 | 0.0% | 0.02% | +6.7% |
| Q1 2023 | $269,309 | +6.7% | 1,144 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $252,458 | +6.5% | 1,144 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $237,000 | -4.8% | 1,144 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $249,000 | -17.0% | 1,144 | 0.0% | 0.02% | -20.0% |
| Q1 2022 | $300,000 | -5.4% | 1,144 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $317,000 | +8.6% | 1,144 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $292,000 | -0.3% | 1,144 | 0.0% | 0.02% | -13.0% |
| Q2 2021 | $293,000 | -3.6% | 1,144 | -10.7% | 0.02% | -65.7% |
| Q1 2021 | $304,000 | +6.3% | 1,281 | 0.0% | 0.07% | -4.3% |
| Q4 2020 | $286,000 | +13.9% | 1,281 | 0.0% | 0.07% | -7.9% |
| Q3 2020 | $251,000 | +8.7% | 1,281 | 0.0% | 0.08% | +8.6% |
| Q2 2020 | $231,000 | -33.6% | 1,281 | -54.4% | 0.07% | -79.8% |
| Q1 2015 | $348,000 | – | 2,809 | – | 0.35% | – |
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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% |