ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 514 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.66 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $727,828 | -3.7% | 2,970 | 0.0% | 0.60% | +4.4% |
| Q2 2023 | $755,806 | +8.1% | 2,970 | 0.0% | 0.57% | +11.7% |
| Q1 2023 | $699,168 | +4.5% | 2,970 | -2.0% | 0.51% | +4.7% |
| Q4 2022 | $668,881 | -10.9% | 3,031 | -16.5% | 0.49% | -17.8% |
| Q3 2022 | $751,000 | +13.6% | 3,631 | +19.4% | 0.60% | +19.2% |
| Q2 2022 | $661,000 | -18.5% | 3,041 | -1.6% | 0.50% | -8.8% |
| Q1 2022 | $811,000 | -13.7% | 3,092 | -8.8% | 0.55% | -12.5% |
| Q4 2021 | $940,000 | +8.9% | 3,390 | 0.0% | 0.63% | -2.5% |
| Q3 2021 | $863,000 | -7.8% | 3,390 | -7.4% | 0.64% | -11.0% |
| Q2 2021 | $936,000 | +5.8% | 3,661 | -1.9% | 0.72% | -3.0% |
| Q1 2021 | $885,000 | +3.6% | 3,731 | -2.4% | 0.74% | -3.4% |
| Q4 2020 | $854,000 | +14.3% | 3,821 | 0.0% | 0.77% | +2.8% |
| Q3 2020 | $747,000 | -1.2% | 3,821 | -9.0% | 0.75% | -5.4% |
| Q2 2020 | $756,000 | +21.3% | 4,201 | 0.0% | 0.79% | +5.9% |
| Q1 2020 | $623,000 | -32.1% | 4,201 | -13.7% | 0.75% | -14.6% |
| Q4 2019 | $917,000 | – | 4,870 | – | 0.88% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |