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 | $1,332,666 | -59.2% | 5,438 | -57.6% | 0.03% | -58.3% |
| Q2 2023 | $3,263,043 | -26.1% | 12,822 | -31.7% | 0.07% | -32.1% |
| Q1 2023 | $4,416,712 | +6.6% | 18,762 | +6.8% | 0.11% | -7.0% |
| Q4 2022 | $4,143,052 | +604.6% | 17,572 | +518.7% | 0.11% | +418.2% |
| Q3 2022 | $588,000 | -13.3% | 2,840 | -8.9% | 0.02% | -4.3% |
| Q2 2022 | $678,000 | -5.2% | 3,119 | +14.5% | 0.02% | -17.9% |
| Q1 2022 | $715,000 | -4.5% | 2,725 | +1.0% | 0.03% | -6.7% |
| Q4 2021 | $749,000 | +57.0% | 2,699 | +44.2% | 0.03% | +36.4% |
| Q3 2021 | $477,000 | +5.5% | 1,872 | +6.0% | 0.02% | +4.8% |
| Q2 2021 | $452,000 | +7.9% | 1,766 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $419,000 | +6.1% | 1,766 | -0.1% | 0.02% | -21.4% |
| Q4 2020 | $395,000 | +12.5% | 1,767 | -1.5% | 0.03% | -9.7% |
| Q3 2020 | $351,000 | +1.2% | 1,793 | -7.0% | 0.03% | -6.1% |
| Q2 2020 | $347,000 | +21.3% | 1,927 | -0.1% | 0.03% | +10.0% |
| Q1 2020 | $286,000 | -11.5% | 1,928 | +12.5% | 0.03% | +11.1% |
| Q4 2019 | $323,000 | +9.5% | 1,714 | +0.9% | 0.03% | -3.6% |
| Q3 2019 | $295,000 | +37.2% | 1,698 | +36.2% | 0.03% | +33.3% |
| Q2 2019 | $215,000 | +3.4% | 1,247 | -0.1% | 0.02% | -4.5% |
| Q1 2019 | $208,000 | -13.3% | 1,248 | -23.6% | 0.02% | -24.1% |
| Q4 2018 | $240,000 | -24.1% | 1,634 | -11.0% | 0.03% | -9.4% |
| Q3 2018 | $316,000 | +2.3% | 1,835 | -3.8% | 0.03% | -5.9% |
| Q2 2018 | $309,000 | +7.7% | 1,907 | +3.9% | 0.03% | -10.5% |
| Q1 2018 | $287,000 | +267.9% | 1,835 | +274.5% | 0.04% | +216.7% |
| Q4 2017 | $78,000 | +41.8% | 490 | +1.0% | 0.01% | -20.0% |
| Q3 2015 | $55,000 | – | 485 | – | 0.02% | – |
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% |