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 | $881,236 | -4.7% | 3,596 | -1.0% | 0.10% | +4.2% |
| Q2 2023 | $924,780 | +82.4% | 3,634 | +68.7% | 0.10% | +77.8% |
| Q1 2023 | $507,073 | -36.8% | 2,154 | -40.7% | 0.05% | -45.5% |
| Q4 2022 | $801,951 | +6.6% | 3,634 | 0.0% | 0.10% | +4.2% |
| Q3 2022 | $752,000 | -37.9% | 3,634 | -34.7% | 0.10% | -33.1% |
| Q2 2022 | $1,211,000 | -17.1% | 5,569 | 0.0% | 0.14% | +9.2% |
| Q1 2022 | $1,461,000 | -5.4% | 5,569 | 0.0% | 0.13% | +7.4% |
| Q4 2021 | $1,545,000 | +8.9% | 5,569 | 0.0% | 0.12% | -4.7% |
| Q3 2021 | $1,419,000 | +35.5% | 5,569 | +36.2% | 0.13% | +32.3% |
| Q2 2021 | $1,047,000 | -20.7% | 4,089 | -26.6% | 0.10% | -23.2% |
| Q1 2021 | $1,321,000 | -9.9% | 5,569 | -15.1% | 0.12% | -18.3% |
| Q4 2020 | $1,466,000 | +14.3% | 6,558 | 0.0% | 0.15% | -0.6% |
| Q3 2020 | $1,283,000 | +8.6% | 6,558 | 0.0% | 0.15% | -3.8% |
| Q2 2020 | $1,181,000 | +21.4% | 6,558 | 0.0% | 0.16% | +11.9% |
| Q1 2020 | $973,000 | -21.3% | 6,558 | 0.0% | 0.14% | +2.9% |
| Q4 2019 | $1,236,000 | +8.4% | 6,558 | 0.0% | 0.14% | 0.0% |
| Q3 2019 | $1,140,000 | +0.8% | 6,558 | 0.0% | 0.14% | -1.4% |
| Q2 2019 | $1,131,000 | +3.5% | 6,558 | 0.0% | 0.14% | -4.1% |
| Q1 2019 | $1,093,000 | 0.0% | 6,558 | 0.0% | 0.15% | 0.0% |
| Q4 2018 | $1,093,000 | 0.0% | 6,558 | 0.0% | 0.15% | 0.0% |
| Q3 2018 | $1,093,000 | +2.7% | 6,558 | 0.0% | 0.15% | +4.3% |
| Q2 2018 | $1,064,000 | +3.8% | 6,558 | 0.0% | 0.14% | +5.2% |
| Q1 2018 | $1,025,000 | -1.2% | 6,558 | 0.0% | 0.13% | -1.5% |
| Q4 2017 | $1,037,000 | +5.9% | 6,558 | 0.0% | 0.14% | +0.7% |
| Q3 2017 | $979,000 | -18.3% | 6,558 | -21.2% | 0.14% | -25.0% |
| Q2 2017 | $1,198,000 | +2.9% | 8,323 | 0.0% | 0.18% | +6.5% |
| Q1 2017 | $1,164,000 | +5.1% | 8,323 | 0.0% | 0.17% | +1.2% |
| Q4 2016 | $1,107,000 | +3.7% | 8,323 | 0.0% | 0.17% | +7.7% |
| Q3 2016 | $1,067,000 | +3.3% | 8,323 | 0.0% | 0.16% | -2.5% |
| Q2 2016 | $1,033,000 | +2.7% | 8,323 | 0.0% | 0.16% | -6.5% |
| Q1 2016 | $1,006,000 | +0.4% | 8,323 | 0.0% | 0.17% | -4.0% |
| Q4 2015 | $1,002,000 | +5.7% | 8,323 | 0.0% | 0.18% | +7.9% |
| Q3 2015 | $948,000 | -8.1% | 8,323 | 0.0% | 0.16% | +10.8% |
| Q2 2015 | $1,032,000 | +0.1% | 8,323 | 0.0% | 0.15% | +8.0% |
| Q1 2015 | $1,031,000 | +28.6% | 8,323 | +26.9% | 0.14% | +29.2% |
| Q4 2014 | $802,000 | +4.7% | 6,558 | 0.0% | 0.11% | +1.0% |
| Q3 2014 | $766,000 | -1.9% | 6,558 | -1.2% | 0.10% | 0.0% |
| Q2 2014 | $781,000 | -66.3% | 6,638 | -67.8% | 0.10% | -69.5% |
| Q1 2014 | $2,318,000 | +1.0% | 20,638 | -0.5% | 0.34% | -8.0% |
| Q4 2013 | $2,295,000 | – | 20,738 | – | 0.37% | – |
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% |