ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 571 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $4,991,000 | +8.7% | 25,500 | 0.0% | 4.66% | +1.8% |
| Q2 2020 | $4,592,000 | +21.4% | 25,500 | 0.0% | 4.57% | +26.7% |
| Q1 2020 | $3,782,000 | -21.3% | 25,500 | 0.0% | 3.61% | -37.2% |
| Q4 2019 | $4,806,000 | +8.5% | 25,500 | 0.0% | 5.74% | +2.5% |
| Q3 2019 | $4,431,000 | +0.8% | 25,500 | 0.0% | 5.60% | +54.2% |
| Q2 2019 | $4,395,000 | +3.4% | 25,500 | 0.0% | 3.64% | +0.1% |
| Q1 2019 | $4,251,000 | +13.5% | 25,500 | 0.0% | 3.63% | +11.3% |
| Q4 2018 | $3,746,000 | – | 25,500 | – | 3.26% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,975 | $54,038,000 | 18.84% |
| Georgetown University | 236,989 | $62,179,000 | 15.86% |
| Family Firm, Inc. | 223,836 | $58,728,000 | 15.39% |
| PITCAIRN CO | 656,312 | $172,197,000 | 15.00% |
| AlphaCore Capital LLC | 140,122 | $36,764,000 | 14.27% |
| SCS Capital Management LLC | 2,333,855 | $612,334,000 | 14.05% |
| Wind River Trust Co | 127,517 | $33,457,000 | 13.39% |
| Wealthstream Advisors, Inc. | 57,385 | $15,056,000 | 13.17% |
| Evensky & Katz LLC | 444,876 | $116,722,000 | 11.54% |
| Wealth CMT | 79,116 | $20,758,000 | 10.59% |