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 2023 | $426,487 | +9.3% | 1,558 | -2.1% | 0.05% | 0.0% |
| Q3 2023 | $390,136 | -24.1% | 1,592 | -21.2% | 0.05% | -23.0% |
| Q2 2023 | $514,050 | -10.6% | 2,020 | -17.3% | 0.06% | -14.1% |
| Q1 2023 | $575,107 | +6.3% | 2,443 | -0.4% | 0.07% | +2.9% |
| Q4 2022 | $541,107 | +45.9% | 2,452 | +36.8% | 0.07% | +32.7% |
| Q3 2022 | $371,000 | -4.9% | 1,792 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $390,000 | -17.0% | 1,792 | 0.0% | 0.05% | -3.7% |
| Q1 2022 | $470,000 | -5.4% | 1,792 | 0.0% | 0.05% | -3.6% |
| Q4 2021 | $497,000 | – | 1,792 | 0.0% | 0.06% | – |
| Q3 2021 | $0 | – | 1,792 | 0.0% | 0.00% | – |
| Q2 2021 | $0 | -100.0% | 1,792 | -4.5% | 0.00% | -100.0% |
| Q1 2021 | $1,000,000 | 0.0% | 1,876 | -0.4% | 0.13% | -10.9% |
| Q4 2020 | $1,000,000 | +171.0% | 1,883 | 0.0% | 0.15% | +137.1% |
| Q3 2020 | $369,000 | +18.3% | 1,883 | +8.5% | 0.06% | +8.8% |
| Q2 2020 | $312,000 | -18.5% | 1,735 | -32.9% | 0.06% | -36.0% |
| Q1 2020 | $383,000 | -67.3% | 2,585 | -58.5% | 0.09% | -65.4% |
| Q4 2019 | $1,173,000 | +8.5% | 6,223 | 0.0% | 0.26% | 0.0% |
| Q3 2019 | $1,081,000 | – | 6,223 | – | 0.26% | – |
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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% |