ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $692,540 | -12.0% | 2,826 | -8.6% | 0.08% | -8.8% |
| Q2 2023 | $786,598 | +8.1% | 3,091 | 0.0% | 0.09% | +3.4% |
| Q1 2023 | $727,652 | -18.4% | 3,091 | -23.5% | 0.09% | -22.8% |
| Q4 2022 | $891,768 | +9.2% | 4,041 | +2.4% | 0.11% | -0.9% |
| Q3 2022 | $817,000 | -3.5% | 3,948 | +1.3% | 0.12% | +5.5% |
| Q2 2022 | $847,000 | -7.1% | 3,896 | +12.1% | 0.11% | +6.9% |
| Q1 2022 | $912,000 | +27.6% | 3,475 | +34.8% | 0.10% | +34.2% |
| Q4 2021 | $715,000 | +58.2% | 2,577 | +45.3% | 0.08% | +46.2% |
| Q3 2021 | $452,000 | +29.5% | 1,774 | +30.0% | 0.05% | +30.0% |
| Q2 2021 | $349,000 | +47.9% | 1,365 | +37.5% | 0.04% | +37.9% |
| Q1 2021 | $236,000 | +11.3% | 993 | +4.5% | 0.03% | +7.4% |
| Q4 2020 | $212,000 | – | 950 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 216,823 | $48,471,000 | 19.37% |
| AlphaCore Capital LLC | 111,582 | $24,944,000 | 18.59% |
| Family Firm, Inc. | 233,544 | $52,899,000 | 15.77% |
| Geller Advisors LLC | 299,746 | $57,005,000 | 14.33% |
| Evensky & Katz LLC | 501,905 | $112,201,000 | 13.88% |
| SCS Capital Management LLC | 6,088,198 | $1,361,016,000 | 13.52% |
| PITCAIRN CO | 737,205 | $164,802,000 | 12.58% |
| Wind River Trust Co | 147,932 | $33,070,000 | 11.92% |
| Financial Services Advisory Inc | 135,719 | $30,340,000 | 11.70% |
| HANTZ FINANCIAL SERVICES, INC. | 129,406 | $28,929,000 | 9.96% |