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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,005 | -3.7% | 910 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $231,577 | +8.1% | 910 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $214,223 | +6.7% | 910 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $200,819 | -16.0% | 910 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $239,000 | -5.5% | 910 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $253,000 | +9.1% | 910 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $232,000 | -0.4% | 910 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $233,000 | +7.9% | 910 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $216,000 | +6.4% | 910 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $203,000 | -9.4% | 910 | -39.7% | 0.00% | -50.0% |
| Q1 2020 | $224,000 | -21.4% | 1,510 | 0.0% | 0.01% | +20.0% |
| Q4 2019 | $285,000 | +8.8% | 1,510 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $262,000 | – | 1,510 | – | 0.01% | – |
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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% |