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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $408,000 | -15.0% | 1,970 | -10.7% | 0.08% | -12.8% |
| Q2 2022 | $480,000 | +3.0% | 2,207 | +24.1% | 0.09% | +1.2% |
| Q1 2022 | $466,000 | +11.0% | 1,778 | +17.4% | 0.08% | +3.7% |
| Q4 2021 | $420,000 | +8.8% | 1,514 | 0.0% | 0.08% | -3.5% |
| Q3 2021 | $386,000 | -1.0% | 1,514 | -0.9% | 0.08% | -6.6% |
| Q2 2021 | $390,000 | +8.6% | 1,527 | +0.9% | 0.09% | -1.1% |
| Q1 2021 | $359,000 | -13.3% | 1,514 | -18.3% | 0.09% | -7.1% |
| Q4 2020 | $414,000 | +10.4% | 1,854 | -3.3% | 0.10% | -20.2% |
| Q3 2020 | $375,000 | -1.1% | 1,918 | -8.9% | 0.12% | +0.8% |
| Q2 2020 | $379,000 | +61.3% | 2,105 | +32.8% | 0.12% | +9.8% |
| Q1 2020 | $235,000 | -23.9% | 1,585 | -3.5% | 0.11% | -22.8% |
| Q4 2019 | $309,000 | -30.2% | 1,642 | -35.6% | 0.14% | -39.8% |
| Q3 2019 | $443,000 | +34.7% | 2,550 | +33.5% | 0.24% | +21.1% |
| Q2 2019 | $329,000 | -3.8% | 1,910 | -6.9% | 0.20% | -13.5% |
| Q1 2019 | $342,000 | -71.9% | 2,051 | -75.2% | 0.23% | -70.4% |
| Q4 2018 | $1,215,000 | +121.3% | 8,267 | +159.7% | 0.78% | +54.8% |
| Q3 2018 | $549,000 | +13.7% | 3,183 | +7.1% | 0.50% | +7.0% |
| Q2 2018 | $483,000 | -36.9% | 2,973 | -39.3% | 0.47% | -40.5% |
| Q1 2018 | $766,000 | +205.2% | 4,899 | +209.1% | 0.79% | +54.2% |
| Q4 2017 | $251,000 | – | 1,585 | – | 0.51% | – |
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% |