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 | $957,893 | +270.8% | 3,908 | +285.0% | 0.02% | +233.3% |
| Q2 2023 | $258,297 | +8.1% | 1,015 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $238,941 | -55.8% | 1,015 | -58.6% | 0.01% | -57.1% |
| Q4 2022 | $540,665 | +29.3% | 2,450 | +21.6% | 0.01% | +27.3% |
| Q3 2022 | $418,000 | -1.6% | 2,015 | +3.1% | 0.01% | 0.0% |
| Q2 2022 | $425,000 | +59.8% | 1,955 | +92.6% | 0.01% | +83.3% |
| Q1 2022 | $266,000 | -78.8% | 1,015 | -77.5% | 0.01% | -76.0% |
| Q4 2021 | $1,254,000 | – | 4,520 | – | 0.02% | – |
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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% |