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 | $23,520,079 | +40.1% | 96,604 | +44.9% | 0.52% | +52.7% |
| Q2 2023 | $16,785,100 | +114.3% | 66,660 | +102.2% | 0.34% | +122.4% |
| Q1 2023 | $7,831,423 | +441.1% | 32,970 | +409.7% | 0.15% | +424.1% |
| Q4 2022 | $1,447,198 | -51.9% | 6,468 | -55.5% | 0.03% | -58.6% |
| Q3 2022 | $3,007,000 | +132.0% | 14,534 | +152.1% | 0.07% | +141.4% |
| Q2 2022 | $1,296,000 | -66.0% | 5,766 | -61.4% | 0.03% | -61.3% |
| Q1 2022 | $3,811,000 | -44.7% | 14,957 | -41.1% | 0.08% | -37.0% |
| Q4 2021 | $6,892,000 | +40.8% | 25,373 | +34.2% | 0.12% | +35.2% |
| Q3 2021 | $4,896,000 | +171.2% | 18,908 | +171.1% | 0.09% | +175.0% |
| Q2 2021 | $1,805,000 | +147.6% | 6,975 | +126.9% | 0.03% | +14.3% |
| Q1 2021 | $729,000 | +18125.0% | 3,074 | +8682.9% | 0.03% | +2700.0% |
| Q2 2015 | $4,000 | – | 35 | – | 0.00% | – |
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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% |