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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $427,526 | +8.1% | 1,680 | 0.0% | 0.04% | +2.3% |
| Q1 2023 | $395,488 | +6.7% | 1,680 | 0.0% | 0.04% | +4.8% |
| Q4 2022 | $370,742 | +6.8% | 1,680 | 0.0% | 0.04% | -8.7% |
| Q3 2022 | $347,000 | -4.9% | 1,680 | 0.0% | 0.05% | -2.1% |
| Q2 2022 | $365,000 | -17.0% | 1,680 | 0.0% | 0.05% | -2.1% |
| Q1 2022 | $440,000 | -5.6% | 1,680 | 0.0% | 0.05% | -5.9% |
| Q4 2021 | $466,000 | -45.6% | 1,680 | -20.3% | 0.05% | -5.6% |
| Q3 2021 | $856,000 | +99.5% | 2,108 | +25.5% | 0.05% | -1.8% |
| Q2 2021 | $429,000 | +7.8% | 1,680 | 0.0% | 0.06% | -3.5% |
| Q1 2021 | $398,000 | +6.1% | 1,680 | 0.0% | 0.06% | -1.7% |
| Q4 2020 | $375,000 | +14.3% | 1,680 | 0.0% | 0.06% | +5.5% |
| Q3 2020 | $328,000 | +8.6% | 1,680 | 0.0% | 0.06% | 0.0% |
| Q2 2020 | $302,000 | +21.3% | 1,680 | 0.0% | 0.06% | +10.0% |
| Q1 2020 | $249,000 | -21.2% | 1,680 | 0.0% | 0.05% | -3.8% |
| Q4 2019 | $316,000 | +8.6% | 1,680 | 0.0% | 0.05% | -3.7% |
| Q3 2019 | $291,000 | +0.7% | 1,680 | 0.0% | 0.05% | +5.9% |
| Q2 2019 | $289,000 | +3.2% | 1,680 | 0.0% | 0.05% | -1.9% |
| Q1 2019 | $280,000 | +13.8% | 1,680 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $246,000 | -14.9% | 1,680 | 0.0% | 0.05% | +2.0% |
| Q3 2018 | $289,000 | +5.9% | 1,680 | 0.0% | 0.05% | -1.9% |
| Q2 2018 | $273,000 | +3.8% | 1,680 | 0.0% | 0.05% | -16.1% |
| Q1 2018 | $263,000 | -1.1% | 1,680 | 0.0% | 0.06% | +21.6% |
| Q4 2017 | $266,000 | +6.0% | 1,680 | 0.0% | 0.05% | -1.9% |
| Q3 2017 | $251,000 | +3.7% | 1,680 | 0.0% | 0.05% | 0.0% |
| Q2 2017 | $242,000 | +3.0% | 1,680 | 0.0% | 0.05% | -8.8% |
| Q1 2017 | $235,000 | +5.4% | 1,680 | 0.0% | 0.06% | -12.3% |
| Q4 2016 | $223,000 | +3.7% | 1,680 | 0.0% | 0.06% | -9.7% |
| Q3 2016 | $215,000 | +3.4% | 1,680 | 0.0% | 0.07% | -8.9% |
| Q2 2016 | $208,000 | -5.9% | 1,680 | -8.1% | 0.08% | -18.6% |
| Q1 2016 | $221,000 | – | 1,828 | – | 0.10% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 288,392 | $70,673,119 | 18.73% |
| Family Firm, Inc. | 218,999 | $53,667,957 | 15.07% |
| SCS Capital Management LLC | 2,162,657 | $532,161,978 | 14.18% |
| Strategic Equity Management | 150,551 | $36,894,074 | 13.90% |
| FFT WEALTH MANAGEMENT LLC | 427,174 | $104,683,193 | 13.48% |
| Wind River Trust Co | 124,692 | $30,557,022 | 13.17% |
| LGL PARTNERS, LLC | 302,003 | $74,008,878 | 12.98% |
| PITCAIRN CO | 541,161 | $132,616,915 | 11.31% |
| HANTZ FINANCIAL SERVICES, INC. | 113,820 | $27,893 | 9.29% |
| SENTINEL TRUST CO LBA | 263,702 | $64,623 | 9.16% |