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 | $1,037 | -3.7% | 4,229 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $1,077 | +7.0% | 4,229 | -1.0% | 0.02% | 0.0% |
| Q1 2023 | $1,007 | +6.8% | 4,273 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $943 | -99.9% | 4,273 | -2.1% | 0.02% | +5.6% |
| Q3 2022 | $904,000 | -4.7% | 4,364 | 0.0% | 0.02% | -18.2% |
| Q2 2022 | $949,000 | -17.0% | 4,364 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $1,144,000 | -4.6% | 4,364 | +1.0% | 0.02% | -4.3% |
| Q4 2021 | $1,199,000 | +8.9% | 4,320 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $1,101,000 | -2.0% | 4,320 | -1.5% | 0.02% | -14.8% |
| Q2 2021 | $1,123,000 | -2.0% | 4,386 | -9.2% | 0.03% | -10.0% |
| Q1 2021 | $1,146,000 | +266.1% | 4,833 | +245.2% | 0.03% | +233.3% |
| Q4 2020 | $313,000 | +14.2% | 1,400 | 0.0% | 0.01% | -10.0% |
| Q3 2020 | $274,000 | +8.7% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $252,000 | +21.2% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $208,000 | -21.2% | 1,400 | 0.0% | 0.01% | -9.1% |
| Q4 2019 | $264,000 | +8.6% | 1,400 | 0.0% | 0.01% | +10.0% |
| Q3 2019 | $243,000 | +0.8% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $241,000 | +3.4% | 1,400 | 0.0% | 0.01% | -9.1% |
| Q1 2019 | $233,000 | +13.1% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $206,000 | -14.5% | 1,400 | 0.0% | 0.01% | -8.3% |
| Q3 2018 | $241,000 | +6.2% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $227,000 | -99.9% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $218,876,000 | -1.2% | 1,400 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $221,438,000 | – | 1,400 | – | 0.01% | – |
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% |