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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,652 | -1.8% | 1,019 | +2.0% | 0.01% | 0.0% |
| Q2 2023 | $254,159 | +8.4% | 999 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $234,553 | +7.0% | 996 | +0.3% | 0.01% | +11.1% |
| Q4 2022 | $219,148 | -2.6% | 993 | -8.8% | 0.01% | -10.0% |
| Q3 2022 | $225,000 | -5.5% | 1,089 | -0.5% | 0.01% | 0.0% |
| Q2 2022 | $238,000 | -17.1% | 1,095 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $287,000 | -5.6% | 1,095 | 0.0% | 0.01% | -15.4% |
| Q4 2021 | $304,000 | +16.9% | 1,095 | +7.5% | 0.01% | +8.3% |
| Q3 2021 | $260,000 | +0.4% | 1,019 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $259,000 | +8.4% | 1,013 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $239,000 | +6.2% | 1,008 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $225,000 | +58.5% | 1,008 | +22.2% | 0.01% | +9.1% |
| Q3 2018 | $142,000 | -42.0% | 825 | -45.3% | 0.01% | -50.0% |
| Q2 2018 | $245,000 | +3.8% | 1,509 | 0.0% | 0.02% | +10.0% |
| Q1 2018 | $236,000 | -1.3% | 1,509 | 0.0% | 0.02% | -9.1% |
| Q4 2017 | $239,000 | +6.2% | 1,509 | 0.0% | 0.02% | +22.2% |
| Q3 2017 | $225,000 | -7.8% | 1,509 | -10.9% | 0.02% | -14.3% |
| Q2 2017 | $244,000 | +2.1% | 1,693 | -0.7% | 0.02% | 0.0% |
| Q1 2017 | $239,000 | +5.3% | 1,705 | 0.0% | 0.02% | -12.5% |
| Q4 2016 | $227,000 | – | 1,705 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |