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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $205,000 | -37.3% | 782 | -33.7% | 0.00% | -33.3% |
| Q4 2021 | $327,000 | +9.0% | 1,180 | +0.3% | 0.01% | 0.0% |
| Q3 2021 | $300,000 | 0.0% | 1,177 | +0.3% | 0.01% | +20.0% |
| Q2 2021 | $300,000 | +7.9% | 1,174 | +0.2% | 0.01% | -16.7% |
| Q1 2021 | $278,000 | +6.5% | 1,172 | +0.3% | 0.01% | 0.0% |
| Q4 2020 | $261,000 | +14.5% | 1,169 | +0.3% | 0.01% | 0.0% |
| Q3 2020 | $228,000 | +9.1% | 1,165 | +0.3% | 0.01% | +20.0% |
| Q2 2020 | $209,000 | -2.8% | 1,161 | -6.2% | 0.01% | -16.7% |
| Q3 2019 | $215,000 | +0.9% | 1,238 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $213,000 | +5.4% | 1,238 | +5.5% | 0.01% | +20.0% |
| Q3 2018 | $202,000 | – | 1,173 | – | 0.01% | – |
Download | ||||||
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% |