ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $210,000 | -5.0% | 757 | -12.7% | 0.02% | -12.0% |
| Q3 2021 | $221,000 | -0.5% | 867 | 0.0% | 0.02% | -7.4% |
| Q2 2021 | $222,000 | +7.8% | 867 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $206,000 | -5.9% | 867 | -28.6% | 0.03% | -30.8% |
| Q2 2020 | $219,000 | -12.0% | 1,214 | -27.7% | 0.04% | -30.4% |
| Q1 2020 | $249,000 | -22.7% | 1,678 | -1.8% | 0.06% | 0.0% |
| Q4 2019 | $322,000 | -3.9% | 1,709 | -7.7% | 0.06% | -6.7% |
| Q3 2019 | $335,000 | +7.0% | 1,851 | 0.0% | 0.06% | +3.4% |
| Q2 2019 | $313,000 | -10.6% | 1,851 | -11.7% | 0.06% | -12.1% |
| Q1 2019 | $350,000 | +4.2% | 2,097 | 0.0% | 0.07% | -2.9% |
| Q4 2018 | $336,000 | -3.4% | 2,097 | 0.0% | 0.07% | +11.5% |
| Q3 2018 | $348,000 | +2.4% | 2,097 | 0.0% | 0.06% | -4.7% |
| Q2 2018 | $340,000 | +3.7% | 2,097 | 0.0% | 0.06% | -8.6% |
| Q1 2018 | $328,000 | – | 2,097 | – | 0.07% | – |
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% |