ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $51,780 | +7.1% | 220 | +0.5% | 0.00% | 0.0% |
| Q4 2022 | $48,366 | +7.5% | 219 | +0.9% | 0.00% | 0.0% |
| Q3 2022 | $45,000 | -4.3% | 217 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $47,000 | -17.5% | 217 | +0.5% | 0.00% | -20.0% |
| Q1 2022 | $57,000 | -5.0% | 216 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $60,000 | +9.1% | 216 | +0.9% | 0.01% | 0.0% |
| Q3 2021 | $55,000 | 0.0% | 214 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $55,000 | +7.8% | 214 | +0.5% | 0.01% | -16.7% |
| Q1 2021 | $51,000 | +6.2% | 213 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $48,000 | +14.3% | 213 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $42,000 | +10.5% | 213 | +0.5% | 0.01% | 0.0% |
| Q2 2020 | $38,000 | +22.6% | 212 | +1.0% | 0.01% | -11.1% |
| Q1 2020 | $31,000 | -22.5% | 210 | 0.0% | 0.01% | -18.2% |
| Q4 2019 | $40,000 | +11.1% | 210 | 0.0% | 0.01% | -15.4% |
| Q3 2019 | $36,000 | 0.0% | 210 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $36,000 | +2.9% | 210 | 0.0% | 0.01% | -17.6% |
| Q1 2019 | $35,000 | +12.9% | 210 | 0.0% | 0.02% | +6.2% |
| Q4 2018 | $31,000 | – | 210 | – | 0.02% | – |
Download | ||||||
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% |