ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $274,000 | -4.2% | 989 | -12.0% | 0.23% | -3.0% |
| Q3 2021 | $286,000 | -2.7% | 1,124 | -2.2% | 0.24% | +4.4% |
| Q2 2021 | $294,000 | +7.7% | 1,149 | 0.0% | 0.23% | -5.8% |
| Q1 2021 | $273,000 | +4.6% | 1,149 | -1.7% | 0.24% | +6.6% |
| Q4 2020 | $261,000 | +9.2% | 1,169 | -0.3% | 0.23% | +5.1% |
| Q3 2020 | $239,000 | +7.7% | 1,173 | -4.9% | 0.22% | -3.2% |
| Q2 2020 | $222,000 | +19.4% | 1,233 | -1.6% | 0.22% | -15.3% |
| Q1 2020 | $186,000 | -20.9% | 1,253 | +0.6% | 0.26% | +18.0% |
| Q4 2019 | $235,000 | -78.9% | 1,245 | -80.6% | 0.22% | -83.0% |
| Q3 2019 | $1,113,000 | +1.5% | 6,403 | +0.6% | 1.31% | -0.2% |
| Q2 2019 | $1,097,000 | +19.6% | 6,366 | +15.8% | 1.31% | +6.9% |
| Q1 2019 | $917,000 | – | 5,499 | – | 1.22% | – |
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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% |