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 | $790,319 | -12.8% | 3,225 | -9.5% | 0.12% | -9.4% |
| Q2 2023 | $906,458 | -3.5% | 3,562 | -10.8% | 0.13% | -5.9% |
| Q1 2023 | $939,757 | +6.7% | 3,992 | 0.0% | 0.14% | -6.9% |
| Q4 2022 | $880,555 | +5.0% | 3,992 | 0.0% | 0.14% | +0.7% |
| Q3 2022 | $839,000 | -3.3% | 3,992 | 0.0% | 0.14% | +3.6% |
| Q2 2022 | $868,000 | -22.4% | 3,992 | -5.9% | 0.14% | -52.7% |
| Q1 2022 | $1,118,000 | -39.5% | 4,242 | -36.2% | 0.29% | +12.6% |
| Q4 2021 | $1,847,000 | +8.5% | 6,650 | -0.1% | 0.26% | -0.4% |
| Q3 2021 | $1,702,000 | -3.7% | 6,659 | -3.4% | 0.26% | -1.9% |
| Q2 2021 | $1,767,000 | -9.2% | 6,896 | -15.9% | 0.27% | -12.7% |
| Q1 2021 | $1,946,000 | -28.7% | 8,195 | -32.8% | 0.31% | -33.3% |
| Q4 2020 | $2,731,000 | -58.9% | 12,196 | -64.0% | 0.46% | -64.4% |
| Q3 2020 | $6,648,000 | -2.4% | 33,852 | -11.0% | 1.29% | -16.9% |
| Q2 2020 | $6,812,000 | +15.0% | 38,033 | -5.0% | 1.55% | -10.6% |
| Q1 2020 | $5,924,000 | -37.1% | 40,016 | -20.2% | 1.74% | -12.5% |
| Q4 2019 | $9,423,000 | +7.6% | 50,164 | -0.4% | 1.99% | -6.7% |
| Q3 2019 | $8,755,000 | +0.4% | 50,354 | -0.6% | 2.13% | -3.0% |
| Q2 2019 | $8,721,000 | +3.6% | 50,672 | +0.3% | 2.19% | +1.4% |
| Q1 2019 | $8,419,000 | +9.6% | 50,502 | -3.7% | 2.16% | +7.4% |
| Q4 2018 | $7,683,000 | -14.2% | 52,459 | +0.9% | 2.01% | +3.2% |
| Q3 2018 | $8,957,000 | +3.8% | 52,007 | -2.1% | 1.95% | -1.8% |
| Q2 2018 | $8,625,000 | +1.2% | 53,142 | -2.5% | 1.99% | -4.4% |
| Q1 2018 | $8,525,000 | -4.0% | 54,522 | -2.9% | 2.08% | +0.5% |
| Q4 2017 | $8,879,000 | +3.9% | 56,138 | -2.0% | 2.07% | -2.7% |
| Q3 2017 | $8,546,000 | +2.4% | 57,256 | -1.2% | 2.12% | -2.1% |
| Q2 2017 | $8,347,000 | -6.1% | 57,959 | -8.8% | 2.17% | -6.8% |
| Q1 2017 | $8,888,000 | +2.0% | 63,529 | -3.0% | 2.33% | -5.3% |
| Q4 2016 | $8,710,000 | +9.5% | 65,496 | +5.5% | 2.46% | +1.9% |
| Q3 2016 | $7,956,000 | +0.3% | 62,064 | -3.0% | 2.41% | -1.1% |
| Q2 2016 | $7,936,000 | +3.5% | 63,993 | +0.9% | 2.44% | +1.1% |
| Q1 2016 | $7,667,000 | +240.6% | 63,433 | +239.1% | 2.42% | +232.2% |
| Q4 2015 | $2,251,000 | +18.5% | 18,708 | +12.2% | 0.73% | +7.9% |
| Q3 2015 | $1,899,000 | +21.5% | 16,670 | +32.2% | 0.67% | +42.5% |
| Q2 2015 | $1,563,000 | +604.1% | 12,610 | +600.9% | 0.47% | +639.1% |
| Q1 2015 | $222,000 | – | 1,799 | – | 0.06% | – |
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% |