ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 512 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.69 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,648,951 | -1.3% | 6,727 | +2.4% | 0.55% | -3.2% |
| Q2 2023 | $1,670,704 | +9.5% | 6,570 | +1.3% | 0.57% | +4.8% |
| Q1 2023 | $1,525,849 | -8.3% | 6,484 | -8.7% | 0.54% | -26.7% |
| Q4 2022 | $1,664,713 | +94.2% | 7,105 | +72.0% | 0.74% | +72.2% |
| Q3 2022 | $857,000 | +36.0% | 4,132 | +47.5% | 0.43% | +34.6% |
| Q2 2022 | $630,000 | -31.1% | 2,801 | -20.9% | 0.32% | -23.6% |
| Q1 2022 | $914,000 | +237.3% | 3,539 | +232.6% | 0.42% | +278.4% |
| Q4 2021 | $271,000 | -7.2% | 1,064 | +1.7% | 0.11% | +11.0% |
| Q3 2021 | $292,000 | +5.4% | 1,046 | -0.7% | 0.10% | -2.0% |
| Q2 2021 | $277,000 | 0.0% | 1,053 | -6.2% | 0.10% | -8.9% |
| Q1 2021 | $277,000 | -45.0% | 1,123 | -56.3% | 0.11% | -75.3% |
| Q4 2019 | $504,000 | – | 2,572 | – | 0.45% | – |
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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% |