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 | $105,866 | -3.7% | 432 | 0.0% | 0.04% | 0.0% |
Q2 2023 | $109,935 | +8.1% | 432 | 0.0% | 0.04% | -2.7% |
Q1 2023 | $101,697 | +13.7% | 432 | 0.0% | 0.04% | -11.9% |
Q4 2022 | $89,441 | +0.5% | 432 | 0.0% | 0.04% | 0.0% |
Q3 2022 | $89,000 | -6.3% | 432 | 0.0% | 0.04% | -17.6% |
Q2 2022 | $95,000 | -15.9% | 432 | 0.0% | 0.05% | -8.9% |
Q1 2022 | $113,000 | -5.8% | 432 | 0.0% | 0.06% | -6.7% |
Q4 2021 | $120,000 | +9.1% | 432 | 0.0% | 0.06% | -3.2% |
Q3 2021 | $110,000 | -1.8% | 432 | 0.0% | 0.06% | -1.6% |
Q2 2021 | $112,000 | +173.2% | 432 | +148.3% | 0.06% | +133.3% |
Q1 2021 | $41,000 | +5.1% | 174 | 0.0% | 0.03% | -6.9% |
Q4 2020 | $39,000 | – | 174 | – | 0.03% | – |
Download |
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% |