ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $613,000 | +26.9% | 2,584 | +19.7% | 0.07% | +35.3% |
| Q4 2020 | $483,000 | +9.3% | 2,159 | -4.4% | 0.05% | -1.9% |
| Q3 2020 | $442,000 | +14.2% | 2,259 | +0.7% | 0.05% | +18.2% |
| Q2 2020 | $387,000 | -35.5% | 2,244 | -44.5% | 0.04% | -50.6% |
| Q1 2020 | $600,000 | +48.5% | 4,044 | +88.6% | 0.09% | +93.5% |
| Q4 2019 | $404,000 | +3.6% | 2,144 | -4.5% | 0.05% | -2.1% |
| Q3 2019 | $390,000 | – | 2,244 | – | 0.05% | – |
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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% |