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 | $1,391,683 | -3.3% | 5,677 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $1,439,509 | +8.2% | 5,656 | +0.2% | 0.00% | 0.0% |
| Q1 2023 | $1,329,816 | +7.8% | 5,646 | +1.0% | 0.00% | 0.0% |
| Q4 2022 | $1,233,178 | +7.0% | 5,589 | +0.3% | 0.00% | 0.0% |
| Q3 2022 | $1,153,000 | -4.1% | 5,571 | +0.9% | 0.00% | 0.0% |
| Q2 2022 | $1,202,000 | -18.1% | 5,522 | -1.3% | 0.00% | 0.0% |
| Q1 2022 | $1,467,000 | -5.4% | 5,595 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $1,550,000 | +6.7% | 5,580 | -2.0% | 0.00% | 0.0% |
| Q3 2021 | $1,452,000 | -2.4% | 5,695 | -1.9% | 0.00% | 0.0% |
| Q2 2021 | $1,488,000 | +7.0% | 5,808 | -0.9% | 0.00% | 0.0% |
| Q1 2021 | $1,391,000 | +3.7% | 5,860 | -2.1% | 0.00% | 0.0% |
| Q4 2020 | $1,341,000 | +13.0% | 5,987 | -1.1% | 0.00% | 0.0% |
| Q3 2020 | $1,187,000 | +8.5% | 6,053 | -0.2% | 0.00% | -20.0% |
| Q2 2020 | $1,094,000 | +21.8% | 6,064 | +0.2% | 0.01% | 0.0% |
| Q1 2020 | $898,000 | -20.3% | 6,052 | +1.4% | 0.01% | 0.0% |
| Q4 2019 | $1,127,000 | +8.6% | 5,971 | +0.1% | 0.01% | 0.0% |
| Q3 2019 | $1,038,000 | +1.0% | 5,967 | +0.3% | 0.01% | 0.0% |
| Q2 2019 | $1,028,000 | -0.1% | 5,951 | -3.5% | 0.01% | -16.7% |
| Q1 2019 | $1,029,000 | -3.6% | 6,167 | -15.1% | 0.01% | -14.3% |
| Q4 2018 | $1,067,000 | -16.6% | 7,261 | -2.1% | 0.01% | 0.0% |
| Q3 2018 | $1,279,000 | +2.5% | 7,420 | -3.5% | 0.01% | -12.5% |
| Q2 2018 | $1,248,000 | +3.1% | 7,688 | -0.6% | 0.01% | -11.1% |
| Q1 2018 | $1,210,000 | -3.3% | 7,738 | -2.1% | 0.01% | -10.0% |
| Q4 2017 | $1,251,000 | +5.7% | 7,902 | -0.3% | 0.01% | -9.1% |
| Q3 2017 | $1,184,000 | +4.0% | 7,924 | +0.3% | 0.01% | 0.0% |
| Q2 2017 | $1,138,000 | -11.9% | 7,898 | -14.5% | 0.01% | -21.4% |
| Q1 2017 | $1,292,000 | +5.0% | 9,234 | -0.2% | 0.01% | -6.7% |
| Q4 2016 | $1,231,000 | +2.9% | 9,256 | -0.8% | 0.02% | 0.0% |
| Q3 2016 | $1,196,000 | +1.8% | 9,333 | -1.5% | 0.02% | -16.7% |
| Q2 2016 | $1,175,000 | +1.4% | 9,477 | -1.1% | 0.02% | -5.3% |
| Q1 2016 | $1,159,000 | -0.3% | 9,586 | -0.8% | 0.02% | 0.0% |
| Q4 2015 | $1,162,000 | +14.0% | 9,662 | +8.0% | 0.02% | +11.8% |
| Q3 2015 | $1,019,000 | -8.8% | 8,950 | -0.7% | 0.02% | 0.0% |
| Q2 2015 | $1,117,000 | +0.5% | 9,009 | +0.4% | 0.02% | 0.0% |
| Q1 2015 | $1,111,000 | +3.1% | 8,974 | +1.8% | 0.02% | -5.6% |
| Q4 2014 | $1,078,000 | +0.5% | 8,814 | -4.1% | 0.02% | -5.3% |
| Q3 2014 | $1,073,000 | -6.3% | 9,188 | -5.5% | 0.02% | -5.0% |
| Q2 2014 | $1,145,000 | +4.1% | 9,723 | -0.7% | 0.02% | +5.3% |
| Q1 2014 | $1,100,000 | -63.9% | 9,791 | -64.4% | 0.02% | -62.7% |
| Q4 2013 | $3,047,000 | +207.8% | 27,540 | +181.3% | 0.05% | +168.4% |
| Q3 2013 | $990,000 | +5.0% | 9,791 | +0.1% | 0.02% | 0.0% |
| Q2 2013 | $943,000 | – | 9,785 | – | 0.02% | – |
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% |