ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $2,048,000 | -1.0% | 8,035 | -0.6% | 0.39% | -0.3% |
| Q2 2021 | $2,069,000 | +6.9% | 8,086 | -0.9% | 0.39% | -2.3% |
| Q1 2021 | $1,935,000 | -15.2% | 8,156 | -20.1% | 0.40% | -38.8% |
| Q4 2020 | $2,283,000 | +13.8% | 10,211 | -0.4% | 0.65% | -1.5% |
| Q3 2020 | $2,006,000 | +7.8% | 10,251 | -0.8% | 0.66% | +1.1% |
| Q2 2020 | $1,861,000 | +25.7% | 10,338 | +3.6% | 0.65% | +16.9% |
| Q1 2020 | $1,480,000 | -20.3% | 9,977 | +1.3% | 0.56% | +9.4% |
| Q4 2019 | $1,856,000 | +17.2% | 9,846 | +8.0% | 0.51% | +4.3% |
| Q3 2019 | $1,584,000 | +0.6% | 9,114 | -0.2% | 0.49% | +1.2% |
| Q2 2019 | $1,574,000 | +5.4% | 9,132 | +1.9% | 0.48% | +1.9% |
| Q1 2019 | $1,493,000 | +14.4% | 8,959 | +0.9% | 0.47% | -0.4% |
| Q4 2018 | $1,305,000 | -8.0% | 8,880 | +7.9% | 0.47% | -9.2% |
| Q3 2018 | $1,418,000 | +0.9% | 8,229 | -5.0% | 0.52% | -2.4% |
| Q2 2018 | $1,406,000 | +4.9% | 8,666 | +1.1% | 0.54% | +1.3% |
| Q1 2018 | $1,340,000 | -6.6% | 8,573 | -5.5% | 0.53% | -7.4% |
| Q4 2017 | $1,434,000 | +8.3% | 9,068 | +2.2% | 0.57% | +7.1% |
| Q3 2017 | $1,324,000 | +1.1% | 8,872 | -2.5% | 0.53% | -5.2% |
| Q2 2017 | $1,310,000 | +1.8% | 9,095 | -1.1% | 0.56% | -4.1% |
| Q1 2017 | $1,287,000 | +12.6% | 9,199 | +7.1% | 0.58% | -30.6% |
| Q4 2016 | $1,143,000 | +3.4% | 8,592 | -0.3% | 0.84% | -2.2% |
| Q3 2016 | $1,105,000 | -2.2% | 8,620 | -5.4% | 0.86% | -4.0% |
| Q2 2016 | $1,130,000 | +3.0% | 9,114 | +0.4% | 0.90% | +5.3% |
| Q1 2016 | $1,097,000 | +3.3% | 9,076 | +2.8% | 0.85% | +17.0% |
| Q4 2015 | $1,062,000 | +15.7% | 8,830 | +9.5% | 0.73% | -6.3% |
| Q3 2015 | $918,000 | -5.8% | 8,061 | +2.5% | 0.78% | -5.5% |
| Q2 2015 | $975,000 | – | 7,867 | – | 0.82% | – |
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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% |