ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $223,000 | -38.4% | 850 | -34.8% | 0.04% | -33.3% |
| Q4 2021 | $362,000 | +9.0% | 1,304 | +0.2% | 0.06% | 0.0% |
| Q3 2021 | $332,000 | +7.8% | 1,301 | +0.2% | 0.06% | +1.6% |
| Q1 2021 | $308,000 | +6.2% | 1,299 | 0.0% | 0.06% | +1.6% |
| Q4 2020 | $290,000 | +14.2% | 1,299 | +0.2% | 0.06% | 0.0% |
| Q3 2020 | $254,000 | +8.5% | 1,297 | 0.0% | 0.06% | +3.4% |
| Q2 2020 | $234,000 | -23.5% | 1,297 | -20.1% | 0.06% | -19.2% |
| Q4 2019 | $306,000 | +6.6% | 1,623 | -1.6% | 0.07% | -7.6% |
| Q3 2019 | $287,000 | +12.1% | 1,649 | -14.2% | 0.08% | -34.7% |
| Q4 2016 | $256,000 | – | 1,923 | – | 0.12% | – |
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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% |