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 | $5,604,522 | -1.5% | 22,870 | +2.2% | 0.49% | +2.3% |
| Q2 2023 | $5,692,718 | +8.1% | 22,370 | 0.0% | 0.48% | -0.6% |
| Q1 2023 | $5,266,122 | +6.7% | 22,370 | 0.0% | 0.48% | -1.0% |
| Q4 2022 | $4,936,612 | +81.0% | 22,370 | +69.9% | 0.49% | +72.1% |
| Q3 2022 | $2,727,000 | +6.8% | 13,170 | +12.1% | 0.28% | +15.5% |
| Q2 2022 | $2,554,000 | -17.2% | 11,750 | 0.0% | 0.24% | -1.6% |
| Q1 2022 | $3,083,000 | +14.5% | 11,750 | +21.1% | 0.25% | +19.1% |
| Q4 2021 | $2,692,000 | +14.2% | 9,700 | +4.9% | 0.21% | +3.5% |
| Q3 2021 | $2,357,000 | +16.2% | 9,250 | +16.6% | 0.20% | +15.4% |
| Q2 2021 | $2,029,000 | +7.9% | 7,930 | 0.0% | 0.18% | +0.6% |
| Q1 2021 | $1,881,000 | +36.8% | 7,930 | +28.9% | 0.17% | +33.8% |
| Q4 2020 | $1,375,000 | +14.2% | 6,150 | 0.0% | 0.13% | -0.8% |
| Q3 2020 | $1,204,000 | +8.8% | 6,150 | 0.0% | 0.13% | -3.0% |
| Q2 2020 | $1,107,000 | +3.7% | 6,150 | -14.6% | 0.14% | -15.6% |
| Q1 2020 | $1,068,000 | -27.6% | 7,200 | -8.0% | 0.16% | -9.1% |
| Q4 2019 | $1,475,000 | +15.9% | 7,825 | +6.8% | 0.18% | +10.7% |
| Q3 2019 | $1,273,000 | +0.8% | 7,325 | 0.0% | 0.16% | -0.6% |
| Q2 2019 | $1,263,000 | +3.4% | 7,325 | 0.0% | 0.16% | -0.6% |
| Q1 2019 | $1,221,000 | +13.5% | 7,325 | 0.0% | 0.16% | -4.2% |
| Q4 2018 | $1,076,000 | -14.7% | 7,325 | 0.0% | 0.17% | +1.8% |
| Q3 2018 | $1,262,000 | +6.1% | 7,325 | 0.0% | 0.16% | -4.6% |
| Q2 2018 | $1,189,000 | +20.2% | 7,325 | +15.8% | 0.17% | +20.1% |
| Q1 2018 | $989,000 | +9.2% | 6,325 | +10.5% | 0.14% | +9.1% |
| Q4 2017 | $906,000 | +2.5% | 5,725 | -3.4% | 0.13% | -4.3% |
| Q3 2017 | $884,000 | +3.6% | 5,925 | 0.0% | 0.14% | -3.5% |
| Q2 2017 | $853,000 | -8.7% | 5,925 | -11.2% | 0.14% | -17.8% |
| Q1 2017 | $934,000 | +23.7% | 6,675 | +17.6% | 0.17% | +16.8% |
| Q4 2016 | $755,000 | +10.1% | 5,675 | +6.1% | 0.15% | +4.2% |
| Q3 2016 | $686,000 | +3.3% | 5,350 | 0.0% | 0.14% | 0.0% |
| Q2 2016 | $664,000 | +2.6% | 5,350 | 0.0% | 0.14% | +6.7% |
| Q1 2016 | $647,000 | +0.5% | 5,350 | 0.0% | 0.13% | -0.7% |
| Q4 2015 | $644,000 | +16.7% | 5,350 | +10.3% | 0.14% | +2.3% |
| Q3 2015 | $552,000 | +15.7% | 4,850 | +26.0% | 0.13% | +45.1% |
| Q2 2015 | $477,000 | +24.2% | 3,850 | +24.2% | 0.09% | +28.2% |
| Q1 2015 | $384,000 | +1.3% | 3,100 | 0.0% | 0.07% | +2.9% |
| Q4 2014 | $379,000 | +54.7% | 3,100 | +47.6% | 0.07% | +46.8% |
| Q3 2014 | $245,000 | – | 2,100 | – | 0.05% | – |
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% |