ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 495 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,898,434 | +6.6% | 22,197 | 0.0% | 0.39% | -34.6% |
| Q3 2022 | $4,596,000 | -4.7% | 22,197 | 0.0% | 0.60% | +12.6% |
| Q2 2022 | $4,825,000 | -17.2% | 22,197 | 0.0% | 0.53% | -14.2% |
| Q1 2022 | $5,824,000 | -5.5% | 22,197 | 0.0% | 0.62% | -5.4% |
| Q4 2021 | $6,160,000 | +43900.0% | 22,197 | +24840.4% | 0.65% | +16250.0% |
| Q1 2020 | $14,000 | -99.4% | 89 | -99.4% | 0.00% | -99.7% |
| Q2 2017 | $2,248,000 | -11.3% | 15,624 | -13.8% | 1.44% | -21.1% |
| Q1 2017 | $2,534,000 | +12.7% | 18,116 | +7.1% | 1.83% | -4.1% |
| Q4 2016 | $2,249,000 | – | 16,915 | – | 1.91% | – |
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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% |