ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 514 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.66 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $27,904,000 | -48.1% | 134,777 | -30.4% | 5.24% | -22.2% |
| Q4 2021 | $53,747,000 | +18891.9% | 193,683 | +12236.5% | 6.74% | +8539.7% |
| Q2 2020 | $283,000 | -94.5% | 1,570 | -95.5% | 0.08% | -95.4% |
| Q1 2020 | $5,178,000 | -17.5% | 34,911 | +4.9% | 1.70% | +2.8% |
| Q4 2019 | $6,274,000 | +9.3% | 33,285 | +0.7% | 1.65% | -1.1% |
| Q3 2019 | $5,741,000 | +71.1% | 33,040 | +69.7% | 1.67% | +57.1% |
| Q2 2019 | $3,355,000 | -12.9% | 19,465 | -29.3% | 1.06% | +3992.3% |
| Q1 2017 | $3,850,000 | – | 27,522 | – | 0.03% | – |
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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% |