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 | ||||
---|---|---|---|---|---|---|
Q1 2022 | $266,000 | -5.3% | 1,015 | +0.1% | 0.09% | -1.1% |
Q4 2021 | $281,000 | +8.9% | 1,014 | 0.0% | 0.09% | -1.1% |
Q3 2021 | $258,000 | -0.4% | 1,014 | 0.0% | 0.09% | -2.2% |
Q2 2021 | $259,000 | +7.5% | 1,014 | 0.0% | 0.09% | -7.2% |
Q1 2021 | $241,000 | +6.2% | 1,014 | 0.0% | 0.10% | -7.6% |
Q4 2020 | $227,000 | -24.6% | 1,014 | -34.2% | 0.10% | -34.0% |
Q3 2020 | $301,000 | -76.0% | 1,540 | -76.8% | 0.16% | -75.1% |
Q4 2019 | $1,253,000 | +8.5% | 6,649 | 0.0% | 0.64% | +1.9% |
Q3 2019 | $1,155,000 | -0.1% | 6,649 | 0.0% | 0.63% | +0.6% |
Q2 2019 | $1,156,000 | +91.1% | 6,649 | +83.2% | 0.62% | +81.1% |
Q1 2019 | $605,000 | +13.5% | 3,630 | 0.0% | 0.34% | +3.3% |
Q4 2018 | $533,000 | – | 3,630 | – | 0.33% | – |
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% |