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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $206,000 | -16.9% | 947 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $248,000 | -5.7% | 947 | 0.0% | 0.01% | +10.0% |
| Q4 2021 | $263,000 | +9.1% | 947 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $241,000 | -0.4% | 947 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $242,000 | +7.6% | 947 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $225,000 | +6.1% | 947 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $212,000 | -39.8% | 947 | -60.4% | 0.01% | -74.4% |
| Q4 2018 | $352,000 | -14.6% | 2,393 | 0.0% | 0.04% | -2.5% |
| Q3 2018 | $412,000 | +6.2% | 2,393 | 0.0% | 0.04% | +2.6% |
| Q2 2018 | $388,000 | +3.7% | 2,393 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $374,000 | – | 2,393 | – | 0.04% | – |
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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% |