ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $135,498 | -50.7% | 614 | -53.7% | 0.01% | -53.8% |
| Q3 2022 | $275,000 | -62.8% | 1,327 | -61.0% | 0.03% | -62.3% |
| Q2 2022 | $739,000 | -88.3% | 3,401 | -85.9% | 0.07% | -87.3% |
| Q1 2022 | $6,309,000 | +219.4% | 24,045 | +237.9% | 0.54% | +144.4% |
| Q4 2021 | $1,975,000 | +539.2% | 7,116 | +486.6% | 0.22% | +643.3% |
| Q3 2021 | $309,000 | +33.2% | 1,213 | +34.0% | 0.03% | +25.0% |
| Q2 2021 | $232,000 | +33.3% | 905 | +23.6% | 0.02% | +20.0% |
| Q1 2021 | $174,000 | +16.8% | 732 | +9.9% | 0.02% | +5.3% |
| Q4 2020 | $149,000 | +96.1% | 666 | +71.6% | 0.02% | +58.3% |
| Q3 2020 | $76,000 | +117.1% | 388 | +102.1% | 0.01% | +100.0% |
| Q2 2020 | $35,000 | +191.7% | 192 | +182.4% | 0.01% | +50.0% |
| Q3 2018 | $12,000 | -50.0% | 68 | -54.7% | 0.00% | -55.6% |
| Q2 2018 | $24,000 | +4.3% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $23,000 | -4.2% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $24,000 | – | 150 | – | 0.01% | – |
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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% |