ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $154,643 | -3.7% | 631 | 0.0% | 0.04% | +2.6% |
| Q2 2023 | $160,588 | +8.4% | 631 | +0.3% | 0.04% | +5.6% |
| Q1 2023 | $148,165 | +7.1% | 629 | +0.3% | 0.04% | +2.9% |
| Q4 2022 | $138,390 | +6.5% | 627 | +0.3% | 0.04% | +6.1% |
| Q3 2022 | $130,000 | -3.7% | 625 | +0.5% | 0.03% | -2.9% |
| Q2 2022 | $135,000 | -17.2% | 622 | +0.5% | 0.03% | -12.8% |
| Q1 2022 | $163,000 | -4.7% | 619 | +0.2% | 0.04% | -4.9% |
| Q4 2021 | $171,000 | +8.9% | 618 | +0.3% | 0.04% | 0.0% |
| Q3 2021 | $157,000 | 0.0% | 616 | +0.3% | 0.04% | -4.7% |
| Q2 2021 | $157,000 | -7.1% | 614 | -47.4% | 0.04% | -14.0% |
| Q1 2021 | $169,000 | -6.6% | 1,168 | +44.2% | 0.05% | -18.0% |
| Q4 2020 | $181,000 | +1.7% | 810 | -10.7% | 0.06% | -6.2% |
| Q3 2020 | $178,000 | -18.0% | 907 | -24.6% | 0.06% | -21.7% |
| Q2 2020 | $217,000 | +12.4% | 1,203 | -7.5% | 0.08% | -3.5% |
| Q1 2020 | $193,000 | -20.9% | 1,300 | +0.5% | 0.09% | -17.3% |
| Q4 2019 | $244,000 | – | 1,293 | – | 0.10% | – |
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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% |