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 | ||||
---|---|---|---|---|---|---|
Q1 2021 | $593,000 | +6.1% | 2,500 | 0.0% | 0.14% | +0.7% |
Q4 2020 | $559,000 | +14.3% | 2,500 | 0.0% | 0.13% | +3.9% |
Q3 2020 | $489,000 | +8.7% | 2,500 | 0.0% | 0.13% | +0.8% |
Q2 2020 | $450,000 | +21.3% | 2,500 | 0.0% | 0.13% | +20.8% |
Q1 2020 | $371,000 | -21.2% | 2,500 | 0.0% | 0.11% | +3.9% |
Q4 2019 | $471,000 | -45.8% | 2,500 | -50.0% | 0.10% | -47.2% |
Q3 2019 | $869,000 | +0.8% | 5,000 | 0.0% | 0.19% | +3.2% |
Q2 2019 | $862,000 | -0.5% | 5,000 | 0.0% | 0.19% | +10.0% |
Q1 2019 | $866,000 | – | 5,000 | – | 0.17% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
TLWM | 205,951 | $57,151,000 | 19.14% |
Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |