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 2022 | $1,611,000 | -5.5% | 6,141 | 0.0% | 1.08% | -8.2% |
| Q4 2021 | $1,704,000 | +8.9% | 6,141 | 0.0% | 1.18% | +3.2% |
| Q3 2021 | $1,565,000 | -0.4% | 6,141 | 0.0% | 1.14% | -1.3% |
| Q2 2021 | $1,572,000 | +7.9% | 6,141 | 0.0% | 1.16% | -1.4% |
| Q1 2021 | $1,457,000 | +2.5% | 6,141 | -3.4% | 1.17% | -4.8% |
| Q4 2020 | $1,421,000 | +6.9% | 6,356 | -6.4% | 1.23% | -7.6% |
| Q3 2020 | $1,329,000 | – | 6,789 | – | 1.33% | – |
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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% |