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 | $180,457,022 | -5.1% | 736,379 | -1.4% | 0.04% | 0.0% |
| Q2 2023 | $190,067,413 | +7.2% | 746,885 | -0.9% | 0.04% | +2.6% |
| Q1 2023 | $177,342,592 | +2.8% | 753,335 | -3.6% | 0.04% | 0.0% |
| Q4 2022 | $172,542,164 | +21.9% | 781,866 | +14.4% | 0.04% | +14.7% |
| Q3 2022 | $141,552,000 | -6.1% | 683,696 | -1.4% | 0.03% | 0.0% |
| Q2 2022 | $150,740,000 | -15.7% | 693,405 | +1.8% | 0.03% | -2.9% |
| Q1 2022 | $178,798,000 | -10.2% | 681,476 | -5.1% | 0.04% | -2.8% |
| Q4 2021 | $199,189,000 | +9.5% | 717,800 | +0.6% | 0.04% | +2.9% |
| Q3 2021 | $181,825,000 | -2.8% | 713,457 | -2.4% | 0.04% | -2.8% |
| Q2 2021 | $187,054,000 | +7.7% | 730,937 | -0.2% | 0.04% | +2.9% |
| Q1 2021 | $173,698,000 | +4.0% | 732,194 | -2.0% | 0.04% | -2.8% |
| Q4 2020 | $166,950,000 | +225.5% | 746,814 | +184.9% | 0.04% | +176.9% |
| Q3 2020 | $51,297,000 | -5.3% | 262,112 | -12.9% | 0.01% | -7.1% |
| Q2 2020 | $54,166,000 | -2.4% | 300,819 | -19.6% | 0.01% | -22.2% |
| Q1 2020 | $55,519,000 | +19.2% | 374,296 | +51.5% | 0.02% | +50.0% |
| Q4 2019 | $46,557,000 | -12.6% | 246,996 | -19.4% | 0.01% | -20.0% |
| Q3 2019 | $53,266,000 | -1.4% | 306,530 | -2.2% | 0.02% | 0.0% |
| Q2 2019 | $54,018,000 | +8.2% | 313,402 | +4.6% | 0.02% | +7.1% |
| Q1 2019 | $49,929,000 | +44.5% | 299,515 | +27.3% | 0.01% | +27.3% |
| Q4 2018 | $34,557,000 | -8.8% | 235,207 | +6.9% | 0.01% | +10.0% |
| Q3 2018 | $37,906,000 | +25.4% | 220,001 | +18.1% | 0.01% | +25.0% |
| Q2 2018 | $30,224,000 | -10.9% | 186,231 | -14.2% | 0.01% | -11.1% |
| Q1 2018 | $33,938,000 | +18.7% | 217,081 | +20.0% | 0.01% | +12.5% |
| Q4 2017 | $28,603,000 | -13.7% | 180,839 | -18.6% | 0.01% | -11.1% |
| Q3 2017 | $33,151,000 | +3.0% | 222,072 | -0.7% | 0.01% | 0.0% |
| Q2 2017 | $32,199,000 | +5.4% | 223,578 | +2.4% | 0.01% | +12.5% |
| Q1 2017 | $30,551,000 | +7.8% | 218,382 | +2.5% | 0.01% | 0.0% |
| Q4 2016 | $28,329,000 | -0.2% | 213,029 | -3.8% | 0.01% | 0.0% |
| Q3 2016 | $28,397,000 | +19.6% | 221,520 | +15.7% | 0.01% | +14.3% |
| Q2 2016 | $23,736,000 | -15.2% | 191,390 | -17.4% | 0.01% | -12.5% |
| Q1 2016 | $27,988,000 | -2.4% | 231,580 | -2.9% | 0.01% | -11.1% |
| Q4 2015 | $28,683,000 | +16.7% | 238,403 | +10.5% | 0.01% | +12.5% |
| Q3 2015 | $24,569,000 | -12.0% | 215,724 | -4.2% | 0.01% | 0.0% |
| Q2 2015 | $27,917,000 | -1.7% | 225,171 | -1.8% | 0.01% | +14.3% |
| Q1 2015 | $28,398,000 | -6.1% | 229,291 | -7.3% | 0.01% | -12.5% |
| Q4 2014 | $30,243,000 | -72.5% | 247,311 | -73.8% | 0.01% | -73.3% |
| Q3 2014 | $110,040,000 | +118.9% | 942,201 | +120.6% | 0.03% | +328.6% |
| Q2 2014 | $50,276,000 | -49.6% | 427,014 | -51.9% | 0.01% | -74.1% |
| Q1 2014 | $99,704,000 | +293.4% | 887,759 | +287.5% | 0.03% | +285.7% |
| Q4 2013 | $25,347,000 | -44.4% | 229,078 | -49.2% | 0.01% | 0.0% |
| Q3 2013 | $45,606,000 | +91.6% | 450,926 | +82.6% | 0.01% | 0.0% |
| Q2 2013 | $23,804,000 | – | 246,936 | – | 0.01% | – |
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% |