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 | $1,221,617 | -1.5% | 4,985 | +2.3% | 0.05% | +2.1% |
Q2 2023 | $1,240,074 | +441.4% | 4,873 | +369.5% | 0.05% | +370.0% |
Q4 2022 | $229,066 | -83.1% | 1,038 | -78.8% | 0.01% | -86.1% |
Q4 2021 | $1,356,000 | +7.9% | 4,886 | -1.0% | 0.07% | -2.7% |
Q3 2021 | $1,257,000 | -5.1% | 4,934 | -4.7% | 0.07% | -6.3% |
Q2 2021 | $1,324,000 | +6.3% | 5,175 | -1.5% | 0.08% | -7.1% |
Q1 2021 | $1,246,000 | +6.3% | 5,254 | +0.2% | 0.08% | -2.3% |
Q4 2020 | $1,172,000 | +26.0% | 5,243 | +10.3% | 0.09% | +7.4% |
Q3 2020 | $930,000 | -2.4% | 4,754 | -10.2% | 0.08% | -13.8% |
Q2 2020 | $953,000 | – | 5,292 | – | 0.09% | – |
Download |
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% |