ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 495 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $586 | -3.8% | 2,392 | 0.0% | 0.08% | -25.4% |
| Q2 2023 | $609 | +8.2% | 2,392 | +0.0% | 0.11% | -2.6% |
| Q1 2023 | $563 | -99.7% | 2,391 | +203.0% | 0.12% | +154.3% |
| Q3 2021 | $201,000 | -0.5% | 789 | +0.1% | 0.05% | 0.0% |
| Q2 2021 | $202,000 | -19.8% | 788 | -43.6% | 0.05% | -17.9% |
| Q2 2020 | $252,000 | +14.5% | 1,398 | -5.6% | 0.06% | -11.1% |
| Q1 2020 | $220,000 | -43.4% | 1,481 | -28.3% | 0.06% | -29.2% |
| Q4 2019 | $389,000 | -3.7% | 2,065 | -11.3% | 0.09% | -24.6% |
| Q3 2019 | $404,000 | – | 2,327 | – | 0.12% | – |
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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% |