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 2021 | $38,591,000 | +1.9% | 151,427 | +2.4% | 7.79% | -1.2% |
| Q2 2021 | $37,857,000 | +10.3% | 147,931 | +2.2% | 7.89% | +1.8% |
| Q1 2021 | $34,327,000 | +9.8% | 144,699 | +3.5% | 7.75% | -0.7% |
| Q4 2020 | $31,260,000 | +15.3% | 139,835 | +0.9% | 7.81% | +0.1% |
| Q3 2020 | $27,119,000 | +9.7% | 138,569 | +0.9% | 7.80% | -2.1% |
| Q2 2020 | $24,716,000 | +24.4% | 137,268 | +2.4% | 7.97% | 0.0% |
| Q1 2020 | $19,876,000 | -18.0% | 133,997 | +4.2% | 7.97% | -12.0% |
| Q4 2019 | $24,243,000 | +10.0% | 128,619 | +1.4% | 9.06% | -14.2% |
| Q3 2019 | $22,034,000 | +2.0% | 126,801 | +1.2% | 10.55% | -3.5% |
| Q2 2019 | $21,598,000 | +3.4% | 125,306 | +0.0% | 10.94% | -3.2% |
| Q1 2019 | $20,886,000 | +17.3% | 125,289 | +3.4% | 11.30% | +0.9% |
| Q4 2018 | $17,803,000 | +10.7% | 121,175 | +29.8% | 11.21% | +17.5% |
| Q3 2018 | $16,085,000 | +8.1% | 93,352 | +1.8% | 9.53% | +5.8% |
| Q2 2018 | $14,876,000 | +9.4% | 91,661 | +5.4% | 9.01% | +1.5% |
| Q1 2018 | $13,598,000 | +8.9% | 86,975 | +10.2% | 8.88% | +5.8% |
| Q4 2017 | $12,482,000 | – | 78,913 | – | 8.39% | – |
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% |