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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $316,000 | -5.4% | 1,204 | 0.0% | 0.27% | -3.6% |
| Q4 2021 | $334,000 | +14.0% | 1,204 | +4.8% | 0.28% | -1.4% |
| Q3 2021 | $293,000 | -0.3% | 1,149 | 0.0% | 0.28% | +8.1% |
| Q2 2021 | $294,000 | +7.7% | 1,149 | 0.0% | 0.26% | +5.3% |
| Q1 2021 | $273,000 | -5.5% | 1,149 | -11.2% | 0.25% | -20.3% |
| Q4 2020 | $289,000 | – | 1,294 | – | 0.31% | – |
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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% |