ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,442 | -99.8% | 6,125 | +82.3% | 0.11% | +282.8% |
| Q1 2021 | $838,000 | +14.8% | 3,359 | +2.9% | 0.03% | -6.5% |
| Q4 2020 | $730,000 | +34.7% | 3,264 | +17.9% | 0.03% | +14.8% |
| Q3 2020 | $542,000 | +26.0% | 2,768 | +15.9% | 0.03% | +12.5% |
| Q2 2020 | $430,000 | +8.9% | 2,389 | -10.3% | 0.02% | -17.2% |
| Q1 2020 | $395,000 | +59.3% | 2,664 | +102.4% | 0.03% | +52.6% |
| Q4 2019 | $248,000 | +8.3% | 1,316 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $229,000 | +213.7% | 1,316 | +150.2% | 0.02% | -20.8% |
| Q4 2016 | $73,000 | – | 526 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |