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 2022 | $1,086,000 | -5.0% | 5,244 | -0.3% | 0.00% | 0.0% |
| Q2 2022 | $1,143,000 | -17.2% | 5,259 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $1,380,000 | -6.5% | 5,259 | -1.1% | 0.00% | 0.0% |
| Q4 2021 | $1,476,000 | +8.8% | 5,318 | -0.1% | 0.00% | 0.0% |
| Q3 2021 | $1,357,000 | -2.9% | 5,325 | -2.5% | 0.00% | 0.0% |
| Q2 2021 | $1,397,000 | +8.5% | 5,460 | +0.6% | 0.00% | 0.0% |
| Q1 2021 | $1,287,000 | -47.0% | 5,425 | -50.0% | 0.00% | 0.0% |
| Q4 2020 | $2,428,000 | +127.6% | 10,860 | +99.3% | 0.00% | 0.0% |
| Q3 2020 | $1,067,000 | +10.7% | 5,450 | +1.8% | 0.00% | 0.0% |
| Q2 2020 | $964,000 | +17.7% | 5,356 | -3.0% | 0.00% | 0.0% |
| Q1 2020 | $819,000 | -24.7% | 5,522 | -4.2% | 0.00% | 0.0% |
| Q4 2019 | $1,087,000 | +13.3% | 5,765 | +4.4% | 0.00% | 0.0% |
| Q3 2019 | $959,000 | +6.7% | 5,520 | +5.8% | 0.00% | 0.0% |
| Q2 2019 | $899,000 | +0.6% | 5,215 | -2.8% | 0.00% | 0.0% |
| Q1 2019 | $894,000 | -13.5% | 5,365 | -23.8% | 0.00% | -33.3% |
| Q4 2018 | $1,034,000 | -15.5% | 7,037 | -0.9% | 0.00% | 0.0% |
| Q3 2018 | $1,223,000 | +6.2% | 7,100 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,152,000 | -46.7% | 7,100 | -48.6% | 0.00% | 0.0% |
| Q1 2018 | $2,160,000 | +97.6% | 13,820 | +100.0% | 0.00% | 0.0% |
| Q4 2017 | $1,093,000 | +2.9% | 6,910 | -2.9% | 0.00% | 0.0% |
| Q3 2017 | $1,062,000 | +3.3% | 7,117 | -0.3% | 0.00% | 0.0% |
| Q2 2017 | $1,028,000 | +8.3% | 7,140 | +5.2% | 0.00% | 0.0% |
| Q1 2017 | $949,000 | +7.6% | 6,786 | +2.3% | 0.00% | +50.0% |
| Q4 2016 | $882,000 | +3.5% | 6,636 | -0.2% | 0.00% | 0.0% |
| Q3 2016 | $852,000 | +3.4% | 6,646 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $824,000 | +1.5% | 6,646 | -1.1% | 0.00% | 0.0% |
| Q1 2016 | $812,000 | +0.4% | 6,721 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $809,000 | +11.3% | 6,721 | +5.3% | 0.00% | 0.0% |
| Q3 2015 | $727,000 | -8.8% | 6,381 | -0.8% | 0.00% | 0.0% |
| Q2 2015 | $797,000 | +8.4% | 6,431 | +8.4% | 0.00% | 0.0% |
| Q1 2015 | $735,000 | – | 5,931 | – | 0.00% | – |
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% |