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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $16,111,000 | +4.1% | 62,979 | -3.5% | 4.25% | -5.7% |
| Q1 2021 | $15,480,000 | +1.0% | 65,275 | -4.8% | 4.51% | -4.2% |
| Q4 2020 | $15,324,000 | +4.2% | 68,567 | -8.8% | 4.70% | -10.4% |
| Q3 2020 | $14,713,000 | -2.4% | 75,149 | -10.2% | 5.25% | -8.1% |
| Q2 2020 | $15,073,000 | +19.6% | 83,655 | -1.5% | 5.71% | +8.2% |
| Q1 2020 | $12,602,000 | – | 84,954 | – | 5.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |