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 | $6,699,101 | -4.4% | 27,336 | -0.7% | 0.34% | -3.1% |
| Q2 2023 | $7,007,406 | +3.5% | 27,536 | -4.3% | 0.35% | -0.3% |
| Q1 2023 | $6,772,317 | +4.8% | 28,768 | -1.8% | 0.36% | +7.9% |
| Q4 2022 | $6,462,433 | +1.3% | 29,284 | -5.0% | 0.33% | +5.4% |
| Q3 2022 | $6,379,000 | +5.2% | 30,819 | +10.5% | 0.31% | +6.5% |
| Q2 2022 | $6,066,000 | +2.4% | 27,899 | +23.5% | 0.29% | -10.1% |
| Q1 2022 | $5,926,000 | +2.8% | 22,587 | +8.7% | 0.33% | +5.8% |
| Q4 2021 | $5,765,000 | +8.5% | 20,773 | -0.4% | 0.31% | -1.3% |
| Q3 2021 | $5,313,000 | -7.1% | 20,846 | -6.7% | 0.31% | -3.4% |
| Q2 2021 | $5,719,000 | +7.9% | 22,337 | -0.1% | 0.32% | -4.7% |
| Q1 2021 | $5,302,000 | +15.0% | 22,352 | +8.4% | 0.34% | +8.0% |
| Q4 2020 | $4,609,000 | +8.8% | 20,623 | -4.6% | 0.31% | -5.1% |
| Q3 2020 | $4,235,000 | +8.2% | 21,627 | -0.5% | 0.33% | -8.8% |
| Q2 2020 | $3,914,000 | +34.2% | 21,731 | +10.5% | 0.36% | +26.5% |
| Q1 2020 | $2,917,000 | -31.3% | 19,659 | -12.8% | 0.29% | -27.0% |
| Q4 2019 | $4,248,000 | +7.5% | 22,538 | -0.8% | 0.39% | +11.0% |
| Q3 2019 | $3,950,000 | +0.4% | 22,728 | -0.4% | 0.35% | +7.9% |
| Q2 2019 | $3,935,000 | +3.1% | 22,821 | -0.3% | 0.33% | +5.1% |
| Q1 2019 | $3,816,000 | +10.4% | 22,890 | -2.7% | 0.31% | +19.1% |
| Q4 2018 | $3,455,000 | +35.1% | 23,518 | +58.4% | 0.26% | +19.6% |
| Q3 2018 | $2,558,000 | +4.2% | 14,850 | -1.8% | 0.22% | +4.3% |
| Q2 2018 | $2,455,000 | +8.1% | 15,125 | +4.1% | 0.21% | +6.1% |
| Q1 2018 | $2,271,000 | +662.1% | 14,526 | +672.2% | 0.20% | +127.6% |
| Q4 2017 | $298,000 | -91.2% | 1,881 | -91.7% | 0.09% | -69.3% |
| Q3 2017 | $3,382,000 | -13.9% | 22,654 | -17.0% | 0.28% | -17.3% |
| Q2 2017 | $3,929,000 | +0.9% | 27,278 | -2.0% | 0.34% | +3.0% |
| Q1 2017 | $3,895,000 | -8.0% | 27,842 | -12.6% | 0.33% | -13.3% |
| Q4 2016 | $4,234,000 | -10.0% | 31,839 | -13.3% | 0.38% | -18.2% |
| Q3 2016 | $4,705,000 | -11.7% | 36,703 | -14.6% | 0.47% | -7.1% |
| Q2 2016 | $5,331,000 | -21.4% | 42,982 | -23.4% | 0.50% | -22.1% |
| Q1 2016 | $6,781,000 | -5.1% | 56,108 | -5.6% | 0.65% | -17.7% |
| Q4 2015 | $7,149,000 | -58.8% | 59,420 | -61.0% | 0.79% | -45.5% |
| Q3 2015 | $17,359,000 | +1713.9% | 152,422 | +1875.4% | 1.44% | +1451.6% |
| Q2 2015 | $957,000 | +12.1% | 7,716 | +11.9% | 0.09% | -16.2% |
| Q1 2015 | $854,000 | +1.5% | 6,894 | +0.2% | 0.11% | -0.9% |
| Q4 2014 | $841,000 | +10.4% | 6,877 | +5.5% | 0.11% | +5.7% |
| Q3 2014 | $762,000 | -0.5% | 6,521 | +0.3% | 0.11% | 0.0% |
| Q2 2014 | $766,000 | -22.2% | 6,504 | -25.9% | 0.11% | -25.9% |
| Q1 2014 | $985,000 | +1.4% | 8,773 | 0.0% | 0.14% | -5.3% |
| Q4 2013 | $971,000 | +173.5% | 8,773 | +149.8% | 0.15% | +135.9% |
| Q3 2013 | $355,000 | -37.1% | 3,512 | -39.9% | 0.06% | -28.1% |
| Q2 2013 | $564,000 | – | 5,846 | – | 0.09% | – |
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% |