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 | $615,198 | -5.3% | 2,518 | -1.4% | 0.08% | -3.4% |
| Q2 2023 | $649,687 | +11.3% | 2,553 | +2.9% | 0.09% | +2.4% |
| Q1 2023 | $583,817 | -17.8% | 2,480 | -22.9% | 0.08% | +16.4% |
| Q4 2022 | $709,846 | +63.9% | 3,217 | +53.8% | 0.07% | -21.5% |
| Q3 2022 | $433,000 | -4.8% | 2,092 | 0.0% | 0.09% | +126.8% |
| Q2 2022 | $455,000 | -15.4% | 2,092 | +2.1% | 0.04% | -57.7% |
| Q1 2022 | $538,000 | -3.2% | 2,049 | +2.3% | 0.10% | 0.0% |
| Q4 2021 | $556,000 | +29.3% | 2,002 | +18.7% | 0.10% | +27.6% |
| Q3 2021 | $430,000 | +1002.6% | 1,687 | +864.0% | 0.08% | +1800.0% |
| Q1 2021 | $39,000 | 0.0% | 175 | 0.0% | 0.00% | -42.9% |
| Q4 2020 | $39,000 | – | 175 | – | 0.01% | – |
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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% |