ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,514,900 | +3720.5% | 14,343 | +3596.6% | 0.16% | +3900.0% |
| Q1 2021 | $92,000 | +5.7% | 388 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $87,000 | +262.5% | 388 | +218.0% | 0.00% | +100.0% |
| Q3 2020 | $24,000 | -7.7% | 122 | -15.3% | 0.00% | 0.0% |
| Q2 2020 | $26,000 | 0.0% | 144 | -12.2% | 0.00% | -33.3% |
| Q1 2020 | $26,000 | -16.1% | 164 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $31,000 | +10.7% | 164 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $28,000 | 0.0% | 164 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $28,000 | +3.7% | 164 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $27,000 | +50.0% | 164 | +34.4% | 0.00% | 0.0% |
| Q4 2018 | $18,000 | -5.3% | 122 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $19,000 | +137.5% | 122 | +171.1% | 0.00% | +200.0% |
| Q2 2018 | $8,000 | +14.3% | 45 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | 0.0% | 45 | 0.0% | 0.00% | -50.0% |
| Q3 2017 | $7,000 | – | 45 | – | 0.00% | – |
Download | ||||||
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% |