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 2023 | $420,997 | -3.3% | 1,711 | 0.0% | 0.22% | -0.5% |
| Q2 2023 | $435,389 | +8.4% | 1,711 | +0.3% | 0.22% | +8.4% |
| Q1 2023 | $401,709 | +7.1% | 1,706 | +0.4% | 0.20% | -1.5% |
| Q4 2022 | $375,207 | +7.2% | 1,700 | +0.5% | 0.20% | +19.2% |
| Q3 2022 | $350,000 | -4.4% | 1,692 | +0.5% | 0.17% | +19.4% |
| Q2 2022 | $366,000 | -17.0% | 1,684 | +0.2% | 0.14% | +19.0% |
| Q1 2022 | $441,000 | -5.2% | 1,680 | +0.3% | 0.12% | +45.8% |
| Q4 2021 | $465,000 | +97.0% | 1,675 | +80.7% | 0.08% | +245.8% |
| Q3 2021 | $236,000 | 0.0% | 927 | +0.3% | 0.02% | -4.0% |
| Q2 2021 | $236,000 | -2.9% | 924 | -9.7% | 0.02% | -7.4% |
| Q1 2021 | $243,000 | -91.3% | 1,023 | -91.8% | 0.03% | -93.9% |
| Q4 2020 | $2,795,000 | +14.6% | 12,502 | +0.4% | 0.44% | +26.6% |
| Q3 2020 | $2,438,000 | +9.1% | 12,455 | +0.4% | 0.35% | -7.2% |
| Q2 2020 | $2,234,000 | +21.8% | 12,405 | +0.3% | 0.38% | -30.8% |
| Q1 2020 | $1,834,000 | – | 12,364 | – | 0.54% | – |
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% |