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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,025,451 | -0.9% | 12,346 | +2.9% | 0.04% | -24.0% |
| Q2 2023 | $3,053,509 | +0.8% | 11,999 | -6.8% | 0.05% | -3.8% |
| Q1 2023 | $3,029,950 | -9.8% | 12,872 | -15.5% | 0.05% | -20.0% |
| Q4 2022 | $3,360,540 | +13.5% | 15,229 | +6.5% | 0.06% | -1.5% |
| Q3 2022 | $2,961,000 | -4.4% | 14,303 | +0.4% | 0.07% | +1.5% |
| Q2 2022 | $3,097,000 | -64.1% | 14,241 | -56.7% | 0.06% | -44.9% |
| Q1 2022 | $8,620,000 | -8.7% | 32,856 | -3.5% | 0.12% | -52.0% |
| Q4 2021 | $9,444,000 | +1.0% | 34,033 | -7.3% | 0.25% | +6.5% |
| Q3 2021 | $9,355,000 | -4.8% | 36,709 | -4.4% | 0.23% | -33.6% |
| Q2 2021 | $9,823,000 | +9.0% | 38,385 | +1.1% | 0.35% | -37.2% |
| Q1 2021 | $9,008,000 | +5.3% | 37,978 | -0.8% | 0.55% | -5.3% |
| Q4 2020 | $8,553,000 | +58.7% | 38,269 | +39.0% | 0.58% | +12.3% |
| Q3 2020 | $5,389,000 | -34.5% | 27,535 | -39.7% | 0.52% | -36.8% |
| Q2 2020 | $8,225,000 | +20.2% | 45,681 | -1.0% | 0.82% | -24.4% |
| Q1 2020 | $6,845,000 | – | 46,134 | – | 1.09% | – |
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% |