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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,684,000 | +11.4% | 6,067 | +2.3% | 0.25% | -0.8% |
| Q3 2021 | $1,511,000 | -3.1% | 5,928 | -2.8% | 0.25% | -5.3% |
| Q2 2021 | $1,560,000 | +19.1% | 6,096 | +10.4% | 0.26% | +6.5% |
| Q1 2021 | $1,310,000 | +4.5% | 5,521 | -1.5% | 0.25% | -3.1% |
| Q4 2020 | $1,253,000 | +14.1% | 5,607 | -0.1% | 0.26% | -1.5% |
| Q3 2020 | $1,098,000 | +8.7% | 5,612 | 0.0% | 0.26% | -0.8% |
| Q2 2020 | $1,010,000 | – | 5,612 | – | 0.26% | – |
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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% |