ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $229,800 | +233.0% | 1,041 | +212.6% | 0.01% | +150.0% |
| Q3 2022 | $69,000 | -5.5% | 333 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $73,000 | -70.2% | 333 | -64.3% | 0.01% | -57.1% |
| Q1 2022 | $245,000 | +166.3% | 934 | +180.5% | 0.01% | +75.0% |
| Q4 2021 | $92,000 | +16.5% | 333 | 0.0% | 0.01% | +33.3% |
| Q1 2021 | $79,000 | -11.2% | 333 | -16.8% | 0.01% | -25.0% |
| Q4 2020 | $89,000 | – | 400 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| AlphaCore Capital LLC | 110,273 | $19,855,000 | 19.79% |
| Geller Advisors LLC | 299,746 | $53,972,000 | 16.34% |
| Family Firm, Inc. | 236,790 | $42,636,000 | 15.96% |
| SCS Capital Management LLC | 3,608,122 | $649,678,000 | 14.23% |
| Evensky & Katz LLC | 521,785 | $93,953,000 | 13.56% |
| PITCAIRN CO | 778,944 | $140,257,000 | 13.48% |
| Financial Services Advisory Inc | 144,884 | $26,088,000 | 13.23% |
| TLWM | 113,075 | $20,354,000 | 12.02% |
| Wind River Trust Co | 147,932 | $26,637,000 | 11.31% |
| Compass Financial Group, Inc. | 70,214 | $12,643,000 | 10.59% |