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 | $515,361 | -3.7% | 2,103 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $535,171 | +2.2% | 2,103 | -5.4% | 0.03% | -3.7% |
| Q1 2023 | $523,552 | +5.7% | 2,224 | -0.9% | 0.03% | +3.8% |
| Q4 2022 | $495,427 | +2.8% | 2,245 | -3.6% | 0.03% | -3.7% |
| Q3 2022 | $482,000 | -10.6% | 2,328 | -6.1% | 0.03% | 0.0% |
| Q2 2022 | $539,000 | -23.8% | 2,480 | -8.0% | 0.03% | -18.2% |
| Q1 2022 | $707,000 | -7.3% | 2,695 | -2.0% | 0.03% | 0.0% |
| Q4 2021 | $763,000 | +13.5% | 2,750 | +4.2% | 0.03% | +10.0% |
| Q3 2021 | $672,000 | +2.0% | 2,638 | +2.5% | 0.03% | +3.4% |
| Q2 2021 | $659,000 | +10.0% | 2,574 | +1.9% | 0.03% | +3.6% |
| Q1 2021 | $599,000 | +14.1% | 2,525 | +7.5% | 0.03% | +7.7% |
| Q4 2020 | $525,000 | +14.9% | 2,349 | +0.7% | 0.03% | +4.0% |
| Q3 2020 | $457,000 | +12.6% | 2,333 | +3.4% | 0.02% | +13.6% |
| Q2 2020 | $406,000 | +29.3% | 2,257 | +6.5% | 0.02% | +15.8% |
| Q1 2020 | $314,000 | -23.4% | 2,120 | -2.5% | 0.02% | -5.0% |
| Q4 2019 | $410,000 | +13.9% | 2,175 | +5.0% | 0.02% | +11.1% |
| Q3 2019 | $360,000 | +2.3% | 2,071 | +1.4% | 0.02% | +5.9% |
| Q2 2019 | $352,000 | +4.8% | 2,042 | +1.3% | 0.02% | +6.2% |
| Q1 2019 | $336,000 | +21.7% | 2,015 | +7.2% | 0.02% | +14.3% |
| Q4 2018 | $276,000 | -14.8% | 1,880 | 0.0% | 0.01% | +7.7% |
| Q3 2018 | $324,000 | +21.8% | 1,880 | +14.8% | 0.01% | +8.3% |
| Q2 2018 | $266,000 | +3.9% | 1,637 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $256,000 | -19.2% | 1,637 | -18.3% | 0.01% | -14.3% |
| Q4 2017 | $317,000 | +11.6% | 2,004 | +5.2% | 0.01% | +7.7% |
| Q3 2017 | $284,000 | +3.6% | 1,905 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $274,000 | +13.7% | 1,905 | +10.4% | 0.01% | +18.2% |
| Q1 2017 | $241,000 | -56.4% | 1,726 | -58.5% | 0.01% | -57.7% |
| Q4 2016 | $553,000 | – | 4,155 | – | 0.03% | – |
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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% |