ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $52,000 | -1.9% | 206 | 0.0% | 0.02% | -9.5% |
| Q2 2021 | $53,000 | +15.2% | 206 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $46,000 | 0.0% | 206 | 0.0% | 0.02% | -4.3% |
| Q4 2020 | $46,000 | +15.0% | 206 | 0.0% | 0.02% | -4.2% |
| Q3 2020 | $40,000 | +8.1% | 206 | 0.0% | 0.02% | -7.7% |
| Q2 2020 | $37,000 | +19.4% | 206 | 0.0% | 0.03% | -3.7% |
| Q1 2020 | $31,000 | -20.5% | 206 | 0.0% | 0.03% | -12.9% |
| Q4 2019 | $39,000 | +8.3% | 206 | 0.0% | 0.03% | -8.8% |
| Q3 2019 | $36,000 | 0.0% | 206 | 0.0% | 0.03% | +6.2% |
| Q2 2019 | $36,000 | +38.5% | 206 | +31.2% | 0.03% | +60.0% |
| Q1 2019 | $26,000 | -3.7% | 157 | -15.6% | 0.02% | 0.0% |
| Q4 2018 | $27,000 | – | 186 | – | 0.02% | – |
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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% |