ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $8,386,481 | +1082.1% | 35,625 | +1008.1% | 1.58% | +1019.9% |
| Q4 2022 | $709,486 | -89.8% | 3,215 | -90.0% | 0.14% | -90.4% |
| Q2 2022 | $6,968,000 | +120.1% | 32,055 | +165.6% | 1.47% | +136.8% |
| Q1 2022 | $3,166,000 | +14.0% | 12,070 | +20.6% | 0.62% | +15.9% |
| Q4 2021 | $2,776,000 | +17.8% | 10,005 | +8.2% | 0.53% | +8.3% |
| Q3 2021 | $2,356,000 | +25.1% | 9,245 | +25.6% | 0.49% | +36.2% |
| Q2 2021 | $1,883,000 | +29.3% | 7,360 | +19.9% | 0.36% | +19.5% |
| Q1 2021 | $1,456,000 | -35.3% | 6,140 | -39.0% | 0.30% | -39.3% |
| Q4 2020 | $2,250,000 | +225.1% | 10,065 | +184.3% | 0.50% | +174.2% |
| Q3 2020 | $692,000 | -1.7% | 3,540 | -9.6% | 0.18% | -2.2% |
| Q2 2020 | $704,000 | -59.0% | 3,915 | -66.2% | 0.19% | -67.3% |
| Q1 2020 | $1,718,000 | +425.4% | 11,585 | +567.7% | 0.57% | +619.0% |
| Q4 2019 | $327,000 | – | 1,735 | – | 0.08% | – |
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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% |