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 | $1,767,373 | -3.7% | 7,212 | 0.0% | 0.07% | 0.0% |
| Q2 2023 | $1,835,310 | -17.4% | 7,212 | -23.6% | 0.07% | -24.1% |
| Q1 2023 | $2,223,213 | +6.7% | 9,444 | 0.0% | 0.09% | +3.6% |
| Q4 2022 | $2,084,102 | +6.6% | 9,444 | 0.0% | 0.08% | -1.2% |
| Q3 2022 | $1,955,000 | -4.8% | 9,444 | 0.0% | 0.08% | -3.4% |
| Q2 2022 | $2,053,000 | -8.7% | 9,444 | +10.2% | 0.09% | +3.5% |
| Q1 2022 | $2,248,000 | +5.5% | 8,569 | +11.7% | 0.08% | +10.4% |
| Q4 2021 | $2,130,000 | +7.3% | 7,674 | -1.5% | 0.08% | -4.9% |
| Q3 2021 | $1,986,000 | -4.1% | 7,794 | -3.7% | 0.08% | -3.6% |
| Q2 2021 | $2,071,000 | +11.3% | 8,094 | +3.3% | 0.08% | +2.4% |
| Q1 2021 | $1,860,000 | +26.2% | 7,839 | +18.9% | 0.08% | +22.4% |
| Q4 2020 | $1,474,000 | +14.3% | 6,592 | 0.0% | 0.07% | +6.3% |
| Q3 2020 | $1,290,000 | +8.7% | 6,592 | 0.0% | 0.06% | -1.6% |
| Q2 2020 | $1,187,000 | +21.4% | 6,592 | 0.0% | 0.06% | +1.6% |
| Q1 2020 | $978,000 | -21.6% | 6,592 | -0.5% | 0.06% | -7.4% |
| Q4 2019 | $1,248,000 | +8.4% | 6,622 | 0.0% | 0.07% | +4.6% |
| Q3 2019 | $1,151,000 | +0.9% | 6,622 | 0.0% | 0.06% | -1.5% |
| Q2 2019 | $1,141,000 | +3.4% | 6,622 | 0.0% | 0.07% | -1.5% |
| Q1 2019 | $1,104,000 | +13.5% | 6,622 | 0.0% | 0.07% | 0.0% |
| Q4 2018 | $973,000 | -14.7% | 6,622 | 0.0% | 0.07% | 0.0% |
| Q3 2018 | $1,141,000 | +6.1% | 6,622 | 0.0% | 0.07% | -8.2% |
| Q2 2018 | $1,075,000 | – | 6,622 | – | 0.07% | – |
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% |