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 | $64,623 | -3.3% | 263,702 | +0.4% | 9.16% | +0.8% |
| Q2 2023 | $66,821 | +6.5% | 262,579 | -1.5% | 9.09% | +1.9% |
| Q1 2023 | $62,727 | +2.8% | 266,459 | -3.6% | 8.91% | -6.6% |
| Q4 2022 | $60,993 | -99.9% | 276,389 | +1.9% | 9.54% | +3.1% |
| Q3 2022 | $56,142,000 | -14.0% | 271,166 | -9.6% | 9.26% | -8.0% |
| Q2 2022 | $65,244,000 | -16.2% | 300,122 | +1.1% | 10.06% | +7.4% |
| Q1 2022 | $77,882,000 | -10.9% | 296,840 | -5.7% | 9.36% | -12.4% |
| Q4 2021 | $87,397,000 | +14.6% | 314,946 | +5.2% | 10.68% | -10.8% |
| Q3 2021 | $76,282,000 | -47.8% | 299,324 | -47.5% | 11.97% | +8.2% |
| Q2 2021 | $146,042,000 | +175.6% | 570,678 | +155.5% | 11.07% | +17.7% |
| Q1 2021 | $52,989,000 | +13.2% | 223,369 | +6.7% | 9.40% | +15.0% |
| Q4 2020 | $46,793,000 | +19.1% | 209,314 | +4.3% | 8.17% | +1.1% |
| Q3 2020 | $39,276,000 | -1.8% | 200,689 | -9.6% | 8.09% | -11.5% |
| Q2 2020 | $39,983,000 | -40.6% | 222,050 | -51.0% | 9.14% | -56.7% |
| Q1 2020 | $67,261,000 | -63.1% | 453,460 | -53.1% | 21.12% | -54.6% |
| Q4 2019 | $182,278,000 | +10.4% | 967,046 | +1.8% | 46.54% | +4.7% |
| Q3 2019 | $165,095,000 | -1.8% | 950,073 | -2.6% | 44.44% | -3.9% |
| Q2 2019 | $168,201,000 | -0.8% | 975,871 | -4.1% | 46.24% | +0.1% |
| Q1 2019 | $169,640,000 | +115.1% | 1,017,634 | +89.6% | 46.20% | +89.9% |
| Q4 2018 | $78,871,000 | +13.7% | 536,827 | +33.4% | 24.34% | +61.8% |
| Q3 2018 | $69,341,000 | +24.0% | 402,440 | +16.8% | 15.04% | +20.3% |
| Q2 2018 | $55,902,000 | +35.5% | 344,456 | +30.5% | 12.50% | +43.5% |
| Q1 2018 | $41,252,000 | +33.6% | 263,861 | +35.2% | 8.71% | +35.9% |
| Q4 2017 | $30,875,000 | +109.1% | 195,199 | +97.3% | 6.41% | +158.4% |
| Q3 2017 | $14,766,000 | +20.9% | 98,912 | +16.6% | 2.48% | +24.4% |
| Q2 2017 | $12,213,000 | +5.7% | 84,799 | +2.7% | 2.00% | +9.2% |
| Q1 2017 | $11,551,000 | -0.4% | 82,567 | -5.4% | 1.83% | +8.1% |
| Q4 2016 | $11,601,000 | -3.7% | 87,242 | -7.2% | 1.69% | -2.9% |
| Q3 2016 | $12,046,000 | +5.7% | 93,966 | +2.2% | 1.74% | +7.1% |
| Q2 2016 | $11,398,000 | +5.9% | 91,903 | +3.2% | 1.62% | +2.7% |
| Q1 2016 | $10,765,000 | +20.0% | 89,068 | +19.5% | 1.58% | +16.2% |
| Q4 2015 | $8,969,000 | +51.9% | 74,551 | +43.8% | 1.36% | +52.6% |
| Q3 2015 | $5,904,000 | +25.3% | 51,838 | +36.4% | 0.89% | -29.7% |
| Q2 2015 | $4,712,000 | +40.3% | 38,008 | +40.1% | 1.27% | +37.2% |
| Q1 2015 | $3,359,000 | +23.7% | 27,125 | +22.1% | 0.92% | +20.2% |
| Q4 2014 | $2,716,000 | +936.6% | 22,210 | +890.6% | 0.77% | +1047.8% |
| Q3 2014 | $262,000 | – | 2,242 | – | 0.07% | – |
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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% |