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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |