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 | $514,626 | +96271.9% | 2,100 | 0.0% | 0.08% | -3.5% |
| Q2 2023 | $534 | +8.1% | 2,100 | 0.0% | 0.09% | +2.4% |
| Q1 2023 | $494 | +6.7% | 2,100 | 0.0% | 0.08% | -1.2% |
| Q4 2022 | $463 | -99.9% | 2,100 | 0.0% | 0.08% | 0.0% |
| Q3 2022 | $435,000 | -4.8% | 2,100 | 0.0% | 0.08% | -1.2% |
| Q2 2022 | $457,000 | -17.1% | 2,100 | 0.0% | 0.09% | -2.3% |
| Q1 2022 | $551,000 | -5.5% | 2,100 | 0.0% | 0.09% | +4.8% |
| Q4 2021 | $583,000 | +9.0% | 2,100 | 0.0% | 0.08% | 0.0% |
| Q3 2021 | $535,000 | -0.7% | 2,100 | -0.4% | 0.08% | -1.2% |
| Q2 2021 | $539,000 | +7.8% | 2,108 | 0.0% | 0.08% | +1.2% |
| Q1 2021 | $500,000 | +6.2% | 2,108 | 0.0% | 0.08% | 0.0% |
| Q4 2020 | $471,000 | +14.0% | 2,108 | 0.0% | 0.08% | +1.2% |
| Q3 2020 | $413,000 | +8.7% | 2,108 | 0.0% | 0.08% | -1.2% |
| Q2 2020 | $380,000 | +27.9% | 2,108 | +5.4% | 0.08% | +5.0% |
| Q1 2020 | $297,000 | -21.2% | 2,000 | 0.0% | 0.08% | 0.0% |
| Q4 2019 | $377,000 | +8.3% | 2,000 | 0.0% | 0.08% | 0.0% |
| Q3 2019 | $348,000 | +0.9% | 2,000 | 0.0% | 0.08% | 0.0% |
| Q2 2019 | $345,000 | +3.6% | 2,000 | 0.0% | 0.08% | -1.2% |
| Q1 2019 | $333,000 | +13.3% | 2,000 | 0.0% | 0.08% | -1.2% |
| Q4 2018 | $294,000 | -14.8% | 2,000 | 0.0% | 0.08% | +1.2% |
| Q3 2018 | $345,000 | +6.2% | 2,000 | 0.0% | 0.08% | -2.4% |
| Q2 2018 | $325,000 | +3.8% | 2,000 | 0.0% | 0.08% | +3.8% |
| Q1 2018 | $313,000 | +46.3% | 2,000 | +48.1% | 0.08% | +48.1% |
| Q4 2017 | $214,000 | -24.6% | 1,350 | -28.9% | 0.05% | -28.9% |
| Q3 2017 | $284,000 | +3.6% | 1,900 | 0.0% | 0.08% | +2.7% |
| Q2 2017 | $274,000 | -2.1% | 1,900 | -5.0% | 0.07% | -3.9% |
| Q1 2017 | $280,000 | +5.3% | 2,000 | 0.0% | 0.08% | -1.3% |
| Q4 2016 | $266,000 | – | 2,000 | – | 0.08% | – |
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% |