ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $999,000 | +97.4% | 4,547 | +139.3% | 0.00% | +100.0% |
| Q1 2022 | $506,000 | +2.8% | 1,900 | -1.2% | 0.00% | – |
| Q2 2021 | $492,000 | -43.4% | 1,923 | -60.8% | 0.00% | -100.0% |
| Q2 2020 | $870,000 | -43.4% | 4,900 | -52.0% | 0.00% | -60.0% |
| Q1 2020 | $1,536,000 | -35.0% | 10,200 | -28.1% | 0.01% | -28.6% |
| Q1 2019 | $2,363,000 | +109.3% | 14,177 | +98.4% | 0.01% | +75.0% |
| Q4 2017 | $1,129,000 | +48.9% | 7,144 | +40.7% | 0.00% | +33.3% |
| Q3 2017 | $758,000 | +3.3% | 5,079 | -0.5% | 0.00% | 0.0% |
| Q2 2017 | $734,000 | -20.1% | 5,104 | -22.2% | 0.00% | -40.0% |
| Q1 2017 | $919,000 | +72.7% | 6,557 | +63.9% | 0.01% | +150.0% |
| Q4 2016 | $532,000 | – | 4,000 | – | 0.00% | – |
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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% |