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 | $365,205 | -7.0% | 1,500 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $392,730 | +10.9% | 1,500 | 0.0% | 0.08% | +5.4% |
| Q1 2023 | $354,045 | +7.0% | 1,500 | 0.0% | 0.07% | -1.3% |
| Q4 2022 | $331,020 | +2.2% | 1,500 | 0.0% | 0.08% | -3.8% |
| Q3 2022 | $324,000 | -9.5% | 1,500 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $358,000 | -16.7% | 1,500 | -16.7% | 0.08% | -17.9% |
| Q1 2022 | $430,000 | -8.5% | 1,800 | 0.0% | 0.10% | +1.1% |
| Q4 2021 | $470,000 | -3.5% | 1,800 | 0.0% | 0.09% | -2.1% |
| Q3 2021 | $487,000 | +3.6% | 1,800 | 0.0% | 0.10% | +2.1% |
| Q2 2021 | $470,000 | +4.0% | 1,800 | 0.0% | 0.09% | 0.0% |
| Q1 2021 | $452,000 | +12.7% | 1,800 | 0.0% | 0.09% | +3.3% |
| Q4 2020 | $401,000 | +12.0% | 1,800 | 0.0% | 0.09% | +4.6% |
| Q3 2020 | $358,000 | +10.5% | 1,800 | 0.0% | 0.09% | -10.3% |
| Q2 2020 | $324,000 | +21.3% | 1,800 | 0.0% | 0.10% | +4.3% |
| Q1 2020 | $267,000 | -35.7% | 1,800 | -18.2% | 0.09% | -16.2% |
| Q4 2019 | $415,000 | +8.6% | 2,200 | 0.0% | 0.11% | +1.8% |
| Q3 2019 | $382,000 | -7.7% | 2,200 | -8.3% | 0.11% | -9.2% |
| Q2 2019 | $414,000 | +3.5% | 2,400 | 0.0% | 0.12% | +2.6% |
| Q1 2019 | $400,000 | -22.2% | 2,400 | -31.4% | 0.12% | -30.8% |
| Q4 2018 | $514,000 | -14.8% | 3,500 | 0.0% | 0.17% | -1.2% |
| Q3 2018 | $603,000 | +6.2% | 3,500 | 0.0% | 0.17% | +3.0% |
| Q2 2018 | $568,000 | +3.8% | 3,500 | 0.0% | 0.17% | +3.8% |
| Q1 2018 | $547,000 | -1.3% | 3,500 | 0.0% | 0.16% | +1.9% |
| Q4 2017 | $554,000 | +6.1% | 3,500 | 0.0% | 0.16% | +0.6% |
| Q3 2017 | $522,000 | +3.6% | 3,500 | 0.0% | 0.16% | +2.0% |
| Q2 2017 | $504,000 | +2.9% | 3,500 | 0.0% | 0.15% | -12.1% |
| Q1 2017 | $490,000 | +5.4% | 3,500 | 0.0% | 0.17% | +1.2% |
| Q4 2016 | $465,000 | +3.6% | 3,500 | 0.0% | 0.17% | +3.0% |
| Q3 2016 | $449,000 | +3.5% | 3,500 | 0.0% | 0.17% | +3.7% |
| Q2 2016 | $434,000 | +2.6% | 3,500 | 0.0% | 0.16% | -3.0% |
| Q1 2016 | $423,000 | +0.5% | 3,500 | 0.0% | 0.17% | -1.2% |
| Q4 2015 | $421,000 | +5.5% | 3,500 | 0.0% | 0.17% | -3.4% |
| Q3 2015 | $399,000 | -8.1% | 3,500 | 0.0% | 0.17% | +2.4% |
| Q2 2015 | $434,000 | +0.2% | 3,500 | 0.0% | 0.17% | +0.6% |
| Q1 2015 | $433,000 | +1.2% | 3,500 | 0.0% | 0.17% | 0.0% |
| Q4 2014 | $428,000 | +4.6% | 3,500 | 0.0% | 0.17% | +1.2% |
| Q3 2014 | $409,000 | -30.6% | 3,500 | -30.0% | 0.17% | -27.4% |
| Q2 2014 | $589,000 | +4.8% | 5,000 | 0.0% | 0.23% | +3.6% |
| Q1 2014 | $562,000 | -15.4% | 5,000 | -16.7% | 0.22% | -21.0% |
| Q4 2013 | $664,000 | +9.4% | 6,000 | 0.0% | 0.28% | +1.1% |
| Q3 2013 | $607,000 | -2.7% | 6,000 | -7.3% | 0.28% | -7.3% |
| Q2 2013 | $624,000 | +3.1% | 6,470 | 0.0% | 0.30% | +9.1% |
| Q1 2013 | $605,000 | – | 6,470 | – | 0.28% | – |
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% |