ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $406,000 | -88.7% | 1,816 | -94.1% | 0.00% | -100.0% |
| Q2 2014 | $3,603,000 | +208.2% | 30,600 | +194.2% | 0.01% | +200.0% |
| Q1 2014 | $1,169,000 | -70.3% | 10,400 | -70.8% | 0.00% | -75.0% |
| Q4 2013 | $3,940,000 | +67.9% | 35,600 | +54.7% | 0.01% | +60.0% |
| Q3 2013 | $2,347,000 | -2.9% | 23,010 | -8.0% | 0.01% | 0.0% |
| Q2 2013 | $2,416,000 | – | 25,000 | – | 0.01% | – |
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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% |