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 | $637,156 | -3.7% | 2,600 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $661,648 | +149256.2% | 2,600 | +38.1% | 0.01% | +50.0% |
| Q1 2023 | $443 | +6.5% | 1,883 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $416 | -99.9% | 1,883 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $390,000 | -9.3% | 1,883 | -4.6% | 0.00% | 0.0% |
| Q2 2022 | $430,000 | -17.3% | 1,974 | -0.5% | 0.00% | 0.0% |
| Q1 2022 | $520,000 | -8.1% | 1,983 | -2.7% | 0.00% | 0.0% |
| Q4 2021 | $566,000 | +9.1% | 2,039 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $519,000 | -0.4% | 2,039 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $521,000 | +5.7% | 2,039 | -1.9% | 0.01% | +25.0% |
| Q1 2021 | $493,000 | -4.8% | 2,079 | -10.2% | 0.00% | -20.0% |
| Q4 2020 | $518,000 | +25.1% | 2,314 | +9.5% | 0.01% | 0.0% |
| Q3 2020 | $414,000 | +51.6% | 2,114 | +39.6% | 0.01% | +66.7% |
| Q2 2020 | $273,000 | +21.9% | 1,514 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $224,000 | -21.7% | 1,514 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $286,000 | +3.2% | 1,514 | -5.0% | 0.00% | 0.0% |
| Q3 2019 | $277,000 | +3.4% | 1,594 | +2.4% | 0.00% | 0.0% |
| Q2 2019 | $268,000 | +6.3% | 1,556 | +2.8% | 0.00% | 0.0% |
| Q1 2019 | $252,000 | +4.6% | 1,514 | -7.5% | 0.00% | 0.0% |
| Q4 2018 | $241,000 | -14.5% | 1,636 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $282,000 | +3.3% | 1,636 | -2.8% | 0.00% | 0.0% |
| Q2 2018 | $273,000 | +23.5% | 1,683 | +19.0% | 0.00% | +50.0% |
| Q1 2018 | $221,000 | -6.4% | 1,414 | -5.5% | 0.00% | -33.3% |
| Q4 2017 | $236,000 | +4.9% | 1,496 | -0.7% | 0.00% | 0.0% |
| Q3 2017 | $225,000 | +2.3% | 1,506 | -1.2% | 0.00% | 0.0% |
| Q2 2017 | $220,000 | +2.8% | 1,525 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $214,000 | -6.1% | 1,525 | -11.0% | 0.00% | 0.0% |
| Q4 2016 | $228,000 | +4.1% | 1,714 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $219,000 | +0.9% | 1,714 | -1.9% | 0.00% | 0.0% |
| Q2 2016 | $217,000 | -10.7% | 1,748 | -13.2% | 0.00% | 0.0% |
| Q1 2016 | $243,000 | +0.4% | 2,013 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $242,000 | -17.1% | 2,013 | -21.5% | 0.00% | -25.0% |
| Q3 2015 | $292,000 | -6.1% | 2,564 | +2.2% | 0.00% | 0.0% |
| Q2 2015 | $311,000 | – | 2,508 | – | 0.00% | – |
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% |