ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $3,405,000 | +5.0% | 14,351 | -1.1% | 0.15% | -1.3% |
| Q4 2020 | $3,243,000 | +19.1% | 14,505 | +4.2% | 0.15% | 0.0% |
| Q3 2020 | $2,724,000 | +6.1% | 13,918 | -2.4% | 0.15% | -2.6% |
| Q2 2020 | $2,568,000 | +17.9% | 14,260 | -2.9% | 0.16% | +2.0% |
| Q1 2020 | $2,178,000 | -21.2% | 14,681 | +0.2% | 0.15% | -0.6% |
| Q4 2019 | $2,763,000 | +5.7% | 14,657 | -2.6% | 0.15% | -1.3% |
| Q3 2019 | $2,614,000 | -0.0% | 15,043 | -0.9% | 0.16% | -1.3% |
| Q2 2019 | $2,615,000 | +56.5% | 15,174 | +51.4% | 0.16% | +54.9% |
| Q1 2019 | $1,671,000 | +13.7% | 10,022 | +0.1% | 0.10% | +1.0% |
| Q4 2018 | $1,470,000 | -24.3% | 10,007 | -11.2% | 0.10% | -42.6% |
| Q3 2018 | $1,942,000 | +1.8% | 11,271 | -4.1% | 0.18% | -3.3% |
| Q2 2018 | $1,908,000 | +3.8% | 11,756 | 0.0% | 0.18% | +1.7% |
| Q1 2018 | $1,838,000 | -6.3% | 11,756 | -5.2% | 0.18% | -3.8% |
| Q4 2017 | $1,962,000 | +5.5% | 12,402 | -0.4% | 0.19% | +1.1% |
| Q3 2017 | $1,859,000 | -3.5% | 12,452 | -6.9% | 0.18% | -5.2% |
| Q2 2017 | $1,926,000 | +2.9% | 13,374 | 0.0% | 0.19% | +4.3% |
| Q1 2017 | $1,871,000 | +4.4% | 13,374 | -0.7% | 0.19% | +1.1% |
| Q4 2016 | $1,792,000 | -5.3% | 13,473 | -8.8% | 0.18% | -3.2% |
| Q3 2016 | $1,893,000 | +2.8% | 14,766 | -0.5% | 0.19% | -1.6% |
| Q2 2016 | $1,841,000 | – | 14,841 | – | 0.19% | – |
Download | ||||||
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% |