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 | $827 | -3.7% | 3,375 | 0.0% | 0.44% | -0.7% |
| Q2 2023 | $859 | +8.1% | 3,375 | 0.0% | 0.44% | +3.3% |
| Q1 2023 | $795 | +6.7% | 3,375 | 0.0% | 0.43% | +3.9% |
| Q4 2022 | $745 | -99.9% | 3,375 | -12.9% | 0.41% | -6.3% |
| Q3 2022 | $802,000 | -44.7% | 3,875 | -41.9% | 0.44% | -41.4% |
| Q2 2022 | $1,451,000 | -21.8% | 6,675 | -5.7% | 0.75% | -7.9% |
| Q1 2022 | $1,856,000 | -5.5% | 7,075 | 0.0% | 0.82% | -0.4% |
| Q4 2021 | $1,963,000 | +8.9% | 7,075 | 0.0% | 0.82% | +1.7% |
| Q3 2021 | $1,803,000 | -0.4% | 7,075 | 0.0% | 0.81% | -1.9% |
| Q2 2021 | $1,811,000 | +7.9% | 7,075 | 0.0% | 0.82% | +2.4% |
| Q1 2021 | $1,678,000 | +6.1% | 7,075 | 0.0% | 0.80% | +2.9% |
| Q4 2020 | $1,582,000 | +11.1% | 7,075 | -2.7% | 0.78% | -5.8% |
| Q3 2020 | $1,424,000 | +8.7% | 7,275 | 0.0% | 0.83% | 0.0% |
| Q2 2020 | $1,310,000 | +5.5% | 7,275 | -13.1% | 0.83% | -11.2% |
| Q1 2020 | $1,242,000 | -21.3% | 8,375 | 0.0% | 0.94% | -1.9% |
| Q4 2019 | $1,579,000 | +8.5% | 8,375 | 0.0% | 0.95% | -3.3% |
| Q3 2019 | $1,455,000 | +13.0% | 8,375 | +12.0% | 0.99% | +10.5% |
| Q2 2019 | $1,288,000 | +19.1% | 7,475 | +15.2% | 0.89% | +10.8% |
| Q1 2019 | $1,081,000 | +64.0% | 6,487 | +44.6% | 0.80% | +49.9% |
| Q4 2018 | $659,000 | +12.1% | 4,487 | +31.5% | 0.54% | +34.6% |
| Q3 2018 | $588,000 | +6.1% | 3,412 | 0.0% | 0.40% | +0.3% |
| Q2 2018 | $554,000 | +3.9% | 3,412 | 0.0% | 0.40% | +1.8% |
| Q1 2018 | $533,000 | -0.9% | 3,412 | +0.4% | 0.39% | +0.8% |
| Q4 2017 | $538,000 | +5.9% | 3,400 | 0.0% | 0.39% | +2.6% |
| Q3 2017 | $508,000 | +26.1% | 3,400 | +21.4% | 0.38% | +26.0% |
| Q2 2017 | $403,000 | +2.8% | 2,800 | 0.0% | 0.30% | +1.7% |
| Q1 2017 | $392,000 | +5.4% | 2,800 | 0.0% | 0.30% | +1.7% |
| Q4 2016 | $372,000 | -6.3% | 2,800 | -9.7% | 0.29% | -10.2% |
| Q3 2016 | $397,000 | +3.4% | 3,100 | 0.0% | 0.32% | -1.2% |
| Q2 2016 | $384,000 | +2.4% | 3,100 | 0.0% | 0.33% | +0.6% |
| Q1 2016 | $375,000 | +0.5% | 3,100 | 0.0% | 0.32% | -0.9% |
| Q4 2015 | $373,000 | +5.7% | 3,100 | 0.0% | 0.33% | 0.0% |
| Q3 2015 | $353,000 | -8.1% | 3,100 | 0.0% | 0.33% | -0.6% |
| Q2 2015 | $384,000 | 0.0% | 3,100 | 0.0% | 0.33% | -2.1% |
| Q1 2015 | $384,000 | +1.3% | 3,100 | 0.0% | 0.34% | -2.0% |
| Q4 2014 | $379,000 | – | 3,100 | – | 0.34% | – |
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% |