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 | $490,729 | +5.4% | 2,002 | +1.2% | 0.46% | -1.1% |
| Q2 2023 | $465,722 | +0.0% | 1,978 | 0.0% | 0.46% | -2.7% |
| Q1 2023 | $465,721 | +7.1% | 1,978 | +0.4% | 0.48% | +1.5% |
| Q4 2022 | $435,020 | +4.6% | 1,971 | +0.5% | 0.47% | -4.1% |
| Q3 2022 | $416,000 | -1.7% | 1,962 | +0.4% | 0.49% | +18.4% |
| Q2 2022 | $423,000 | -17.4% | 1,955 | +0.2% | 0.41% | -3.1% |
| Q1 2022 | $512,000 | -5.7% | 1,951 | +0.2% | 0.43% | -12.3% |
| Q4 2021 | $543,000 | +9.9% | 1,947 | +0.5% | 0.49% | +18.2% |
| Q3 2021 | $494,000 | -0.4% | 1,938 | 0.0% | 0.41% | +0.2% |
| Q2 2021 | $496,000 | +7.8% | 1,938 | +0.3% | 0.41% | -3.5% |
| Q1 2021 | $460,000 | +5.7% | 1,932 | -0.8% | 0.42% | -0.9% |
| Q4 2020 | $435,000 | – | 1,947 | – | 0.43% | – |
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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% |