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 | $9,949,342 | -3.7% | 40,600 | 0.0% | 0.34% | +0.9% |
| Q2 2023 | $10,331,791 | +1850.7% | 40,600 | +1704.4% | 0.34% | +1794.4% |
| Q1 2023 | $529,654 | +8.2% | 2,250 | +1.4% | 0.02% | -5.3% |
| Q4 2022 | $489,680 | +6.7% | 2,219 | +0.1% | 0.02% | -5.0% |
| Q3 2022 | $459,000 | -4.8% | 2,216 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $482,000 | -9.7% | 2,216 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $534,000 | -14.3% | 2,216 | -1.2% | 0.02% | -4.5% |
| Q4 2021 | $623,000 | +7.4% | 2,244 | -1.4% | 0.02% | -4.3% |
| Q3 2021 | $580,000 | -0.5% | 2,276 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $583,000 | +5.2% | 2,276 | -2.5% | 0.02% | -4.2% |
| Q1 2021 | $554,000 | +8.4% | 2,334 | +2.0% | 0.02% | 0.0% |
| Q4 2020 | $511,000 | +16.7% | 2,288 | +2.3% | 0.02% | 0.0% |
| Q3 2020 | $438,000 | +9.8% | 2,236 | +0.9% | 0.02% | 0.0% |
| Q2 2020 | $399,000 | +21.3% | 2,215 | +0.1% | 0.02% | 0.0% |
| Q1 2020 | $329,000 | -21.1% | 2,213 | 0.0% | 0.02% | -4.0% |
| Q4 2019 | $417,000 | +10.0% | 2,213 | +1.4% | 0.02% | +4.2% |
| Q3 2019 | $379,000 | +0.8% | 2,183 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $376,000 | -6.7% | 2,183 | -9.8% | 0.02% | -7.7% |
| Q1 2019 | $403,000 | +11.9% | 2,420 | -1.2% | 0.03% | +4.0% |
| Q4 2018 | $360,000 | -14.7% | 2,450 | +0.2% | 0.02% | -3.8% |
| Q3 2018 | $422,000 | +6.3% | 2,446 | -0.0% | 0.03% | -18.8% |
| Q2 2018 | $397,000 | +3.7% | 2,447 | 0.0% | 0.03% | +3.2% |
| Q1 2018 | $383,000 | -34.4% | 2,447 | -33.8% | 0.03% | -32.6% |
| Q4 2017 | $584,000 | -27.0% | 3,695 | -31.1% | 0.05% | -31.3% |
| Q3 2017 | $800,000 | +3.4% | 5,361 | -0.3% | 0.07% | -1.5% |
| Q2 2017 | $774,000 | +2.8% | 5,377 | -0.1% | 0.07% | +6.2% |
| Q1 2017 | $753,000 | -4.1% | 5,384 | -8.8% | 0.06% | -9.9% |
| Q4 2016 | $785,000 | +33.7% | 5,902 | +28.9% | 0.07% | +29.1% |
| Q3 2016 | $587,000 | -1.0% | 4,580 | -4.2% | 0.06% | -11.3% |
| Q2 2016 | $593,000 | +2.6% | 4,779 | 0.0% | 0.06% | -11.4% |
| Q1 2016 | $578,000 | +3.6% | 4,779 | +3.1% | 0.07% | +27.3% |
| Q4 2015 | $558,000 | +5.7% | 4,636 | +0.1% | 0.06% | -26.7% |
| Q3 2015 | $528,000 | -8.0% | 4,632 | +0.0% | 0.08% | +33.9% |
| Q2 2015 | $574,000 | +1.2% | 4,630 | +1.1% | 0.06% | 0.0% |
| Q1 2015 | $567,000 | +1.8% | 4,580 | +0.5% | 0.06% | -1.8% |
| Q4 2014 | $557,000 | -1.2% | 4,558 | -5.7% | 0.06% | -6.6% |
| Q3 2014 | $564,000 | -0.7% | 4,831 | +0.1% | 0.06% | 0.0% |
| Q2 2014 | $568,000 | +4.8% | 4,826 | 0.0% | 0.06% | 0.0% |
| Q1 2014 | $542,000 | +3.4% | 4,826 | +2.0% | 0.06% | -1.6% |
| Q4 2013 | $524,000 | +7.6% | 4,733 | -1.7% | 0.06% | -4.6% |
| Q3 2013 | $487,000 | -1.8% | 4,815 | -6.3% | 0.06% | -14.5% |
| Q2 2013 | $496,000 | – | 5,140 | – | 0.08% | – |
Download | ||||||
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% |