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 2022 | $2,022,000 | +5.8% | 9,766 | +11.1% | 0.40% | +14.7% |
| Q2 2022 | $1,912,000 | -18.2% | 8,793 | -1.2% | 0.35% | -11.3% |
| Q1 2022 | $2,336,000 | -21.7% | 8,903 | -17.2% | 0.39% | -30.6% |
| Q4 2021 | $2,983,000 | +8.9% | 10,750 | 0.0% | 0.56% | -3.8% |
| Q3 2021 | $2,740,000 | -1.2% | 10,750 | -0.8% | 0.58% | -4.3% |
| Q2 2021 | $2,773,000 | +1.9% | 10,837 | -5.5% | 0.61% | -7.3% |
| Q1 2021 | $2,722,000 | +10.7% | 11,472 | +4.3% | 0.66% | -13.6% |
| Q4 2020 | $2,459,000 | +14.2% | 11,001 | 0.0% | 0.76% | -19.4% |
| Q3 2020 | $2,153,000 | +8.7% | 11,001 | 0.0% | 0.95% | +37.4% |
| Q2 2020 | $1,981,000 | +21.4% | 11,001 | 0.0% | 0.69% | +1.5% |
| Q1 2020 | $1,632,000 | -20.9% | 11,001 | +0.5% | 0.68% | +18.9% |
| Q4 2019 | $2,063,000 | -21.9% | 10,944 | -28.0% | 0.57% | -26.9% |
| Q3 2019 | $2,640,000 | +6.4% | 15,191 | +5.5% | 0.78% | +2.1% |
| Q2 2019 | $2,482,000 | +5.9% | 14,401 | +2.4% | 0.76% | -5.3% |
| Q1 2019 | $2,344,000 | +17.0% | 14,061 | +3.1% | 0.81% | +6.3% |
| Q4 2018 | $2,003,000 | +13.4% | 13,634 | +33.0% | 0.76% | +25.8% |
| Q3 2018 | $1,767,000 | +6.2% | 10,254 | 0.0% | 0.60% | +7.7% |
| Q2 2018 | $1,664,000 | +17.6% | 10,254 | +13.3% | 0.56% | +10.9% |
| Q1 2018 | $1,415,000 | +5.4% | 9,049 | +6.6% | 0.51% | +8.6% |
| Q4 2017 | $1,343,000 | -14.8% | 8,489 | -19.6% | 0.47% | -17.2% |
| Q3 2017 | $1,576,000 | -1.9% | 10,559 | -5.3% | 0.56% | -3.4% |
| Q2 2017 | $1,606,000 | +2.9% | 11,148 | 0.0% | 0.58% | +3.9% |
| Q1 2017 | $1,560,000 | +16.8% | 11,148 | +10.9% | 0.56% | +3.1% |
| Q4 2016 | $1,336,000 | +7.4% | 10,048 | +3.6% | 0.54% | -26.8% |
| Q3 2016 | $1,244,000 | -12.6% | 9,702 | -15.5% | 0.74% | -7.5% |
| Q2 2016 | $1,423,000 | -7.8% | 11,476 | -10.2% | 0.80% | -16.7% |
| Q1 2016 | $1,544,000 | +2.5% | 12,776 | +2.1% | 0.96% | -12.0% |
| Q4 2015 | $1,506,000 | +5.8% | 12,515 | +0.1% | 1.10% | +4.6% |
| Q3 2015 | $1,424,000 | -13.8% | 12,505 | -6.2% | 1.05% | -18.8% |
| Q2 2015 | $1,652,000 | -0.8% | 13,327 | -0.9% | 1.29% | -1.8% |
| Q1 2015 | $1,666,000 | +3.0% | 13,454 | +1.8% | 1.31% | +3.0% |
| Q4 2014 | $1,617,000 | +2.6% | 13,219 | -1.2% | 1.28% | +0.6% |
| Q2 2014 | $1,576,000 | +0.6% | 13,384 | -4.0% | 1.27% | -26.5% |
| Q1 2014 | $1,566,000 | +10.2% | 13,939 | +8.5% | 1.72% | +15.7% |
| Q4 2013 | $1,421,000 | +310.7% | 12,845 | +276.0% | 1.49% | +330.6% |
| Q3 2013 | $346,000 | +25.4% | 3,416 | +19.4% | 0.35% | +58.0% |
| Q2 2013 | $276,000 | – | 2,861 | – | 0.22% | – |
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% |