ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 571 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 | $8,228,000 | -5.5% | 31,361 | -0.0% | 5.23% | -12.4% |
| Q4 2021 | $8,704,000 | +8.9% | 31,366 | -0.0% | 5.97% | -2.0% |
| Q3 2021 | $7,995,000 | 0.0% | 31,371 | +0.4% | 6.09% | -1.8% |
| Q2 2021 | $7,995,000 | +8.1% | 31,240 | +0.2% | 6.20% | -6.6% |
| Q1 2021 | $7,397,000 | +3.8% | 31,181 | -2.2% | 6.64% | -1.6% |
| Q4 2020 | $7,128,000 | – | 31,888 | – | 6.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,975 | $54,038,000 | 18.84% |
| Georgetown University | 236,989 | $62,179,000 | 15.86% |
| Family Firm, Inc. | 223,836 | $58,728,000 | 15.39% |
| PITCAIRN CO | 656,312 | $172,197,000 | 15.00% |
| AlphaCore Capital LLC | 140,122 | $36,764,000 | 14.27% |
| SCS Capital Management LLC | 2,333,855 | $612,334,000 | 14.05% |
| Wind River Trust Co | 127,517 | $33,457,000 | 13.39% |
| Wealthstream Advisors, Inc. | 57,385 | $15,056,000 | 13.17% |
| Evensky & Katz LLC | 444,876 | $116,722,000 | 11.54% |
| Wealth CMT | 79,116 | $20,758,000 | 10.59% |