ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 512 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.69 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $112,700 | +56.5% | 458 | +38.8% | 0.00% | +33.3% |
Q2 2022 | $72,000 | -17.2% | 330 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $87,000 | -5.4% | 330 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $92,000 | +9.5% | 330 | 0.0% | 0.00% | -40.0% |
Q3 2021 | $84,000 | 0.0% | 330 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $84,000 | +7.7% | 330 | 0.0% | 0.01% | 0.0% |
Q1 2021 | $78,000 | +5.4% | 330 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $74,000 | +13.8% | 330 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $65,000 | +10.2% | 330 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $59,000 | +20.4% | 330 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $49,000 | -21.0% | 330 | 0.0% | 0.01% | 0.0% |
Q4 2019 | $62,000 | +8.8% | 330 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $57,000 | 0.0% | 330 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $57,000 | – | 330 | – | 0.01% | – |
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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% |