ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $99,000 | +10.0% | 355 | 0.0% | 0.04% | +15.2% |
| Q3 2021 | $90,000 | -1.1% | 355 | 0.0% | 0.03% | -2.9% |
| Q2 2021 | $91,000 | +8.3% | 355 | 0.0% | 0.03% | +3.0% |
| Q1 2021 | $84,000 | +6.3% | 355 | 0.0% | 0.03% | -8.3% |
| Q4 2020 | $79,000 | +14.5% | 355 | 0.0% | 0.04% | -14.3% |
| Q3 2020 | $69,000 | +7.8% | 355 | 0.0% | 0.04% | +13.5% |
| Q2 2020 | $64,000 | +20.8% | 355 | 0.0% | 0.04% | +12.1% |
| Q1 2020 | $53,000 | -20.9% | 355 | 0.0% | 0.03% | +6.5% |
| Q4 2019 | $67,000 | +8.1% | 355 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $62,000 | +1.6% | 355 | 0.0% | 0.03% | +3.3% |
| Q2 2019 | $61,000 | +3.4% | 355 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $59,000 | +13.5% | 355 | 0.0% | 0.03% | +7.1% |
| Q4 2018 | $52,000 | -14.8% | 355 | 0.0% | 0.03% | -3.4% |
| Q3 2018 | $61,000 | +5.2% | 355 | 0.0% | 0.03% | 0.0% |
| Q2 2018 | $58,000 | +3.6% | 355 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $56,000 | 0.0% | 355 | 0.0% | 0.03% | +11.5% |
| Q4 2017 | $56,000 | +5.7% | 355 | 0.0% | 0.03% | 0.0% |
| Q3 2017 | $53,000 | -89.6% | 355 | 0.0% | 0.03% | 0.0% |
| Q2 2017 | $511,000 | +922.0% | 355 | 0.0% | 0.03% | -3.7% |
| Q1 2017 | $50,000 | +6.4% | 355 | 0.0% | 0.03% | +3.8% |
| Q4 2016 | $47,000 | – | 355 | – | 0.03% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |