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 | $14,524,366 | +16.7% | 59,269 | +21.2% | 0.24% | +18.2% |
| Q2 2023 | $12,448,768 | +10.9% | 48,918 | +2.6% | 0.20% | +5.2% |
| Q1 2023 | $11,222,987 | +8.6% | 47,674 | +1.8% | 0.19% | +2.7% |
| Q4 2022 | $10,330,000 | +8.4% | 46,810 | +1.7% | 0.19% | -5.5% |
| Q3 2022 | $9,529,000 | -3.5% | 46,023 | +1.3% | 0.20% | -3.4% |
| Q2 2022 | $9,872,000 | -17.0% | 45,411 | +0.1% | 0.21% | -23.1% |
| Q1 2022 | $11,901,000 | +14.2% | 45,359 | +20.8% | 0.27% | +16.0% |
| Q4 2021 | $10,419,000 | +9.0% | 37,546 | +0.1% | 0.23% | +16.7% |
| Q3 2021 | $9,561,000 | -19.4% | 37,517 | -19.0% | 0.20% | -36.5% |
| Q2 2021 | $11,860,000 | +21.4% | 46,344 | +12.6% | 0.31% | +34.5% |
| Q1 2021 | $9,766,000 | +5.5% | 41,168 | -0.6% | 0.23% | -15.6% |
| Q4 2020 | $9,256,000 | +26.2% | 41,407 | -16.3% | 0.28% | -10.7% |
| Q1 2020 | $7,336,000 | – | 49,457 | – | 0.31% | – |
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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% |