ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,969 | -42.1% | 1,069 | -39.9% | 0.01% | -41.7% |
| Q2 2023 | $452,465 | +13.4% | 1,778 | +17.1% | 0.01% | -36.8% |
| Q1 2022 | $399,000 | -21.3% | 1,519 | -16.8% | 0.02% | -38.7% |
| Q4 2021 | $507,000 | +93.5% | 1,826 | +77.5% | 0.03% | +47.6% |
| Q3 2021 | $262,000 | -28.4% | 1,029 | -45.0% | 0.02% | -12.5% |
| Q3 2020 | $366,000 | -71.8% | 1,870 | -74.0% | 0.02% | -73.3% |
| Q2 2020 | $1,296,000 | -44.2% | 7,197 | -54.1% | 0.09% | -46.7% |
| Q1 2020 | $2,324,000 | +199.9% | 15,666 | +281.2% | 0.17% | +267.4% |
| Q4 2019 | $775,000 | – | 4,110 | – | 0.05% | – |
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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% |