ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $102,279 | -55.3% | 417 | -53.7% | 0.02% | -55.6% |
| Q2 2023 | $228,992 | +8.3% | 900 | +0.2% | 0.05% | -5.3% |
| Q1 2023 | $211,448 | +6.9% | 898 | +0.2% | 0.06% | 0.0% |
| Q4 2022 | $197,718 | -48.4% | 896 | -51.6% | 0.06% | -53.3% |
| Q3 2022 | $383,000 | -51.5% | 1,852 | -49.1% | 0.12% | -49.4% |
| Q2 2022 | $790,000 | +118.8% | 3,636 | +164.1% | 0.24% | +151.0% |
| Q1 2022 | $361,000 | -5.5% | 1,377 | 0.0% | 0.10% | +2.1% |
| Q4 2021 | $382,000 | +8.8% | 1,377 | 0.0% | 0.09% | -8.7% |
| Q3 2021 | $351,000 | -0.3% | 1,377 | 0.0% | 0.10% | +1.0% |
| Q2 2021 | $352,000 | +7.6% | 1,377 | 0.0% | 0.10% | +3.0% |
| Q1 2021 | $327,000 | +6.2% | 1,377 | 0.0% | 0.10% | +2.1% |
| Q4 2020 | $308,000 | +14.5% | 1,377 | 0.0% | 0.10% | +3.2% |
| Q3 2020 | $269,000 | +8.5% | 1,377 | 0.0% | 0.09% | +16.0% |
| Q2 2020 | $248,000 | +16.4% | 1,377 | -3.9% | 0.08% | 0.0% |
| Q1 2020 | $213,000 | -21.1% | 1,433 | 0.0% | 0.08% | +2.5% |
| Q4 2019 | $270,000 | -44.6% | 1,433 | -48.8% | 0.08% | -50.0% |
| Q3 2019 | $487,000 | +0.8% | 2,800 | 0.0% | 0.16% | +1.3% |
| Q2 2019 | $483,000 | +3.4% | 2,800 | 0.0% | 0.16% | -0.6% |
| Q1 2019 | $467,000 | +13.6% | 2,800 | 0.0% | 0.16% | +6.8% |
| Q4 2018 | $411,000 | -14.7% | 2,800 | 0.0% | 0.15% | -12.0% |
| Q3 2018 | $482,000 | +6.2% | 2,800 | 0.0% | 0.17% | -0.6% |
| Q2 2018 | $454,000 | -11.0% | 2,800 | -14.1% | 0.17% | -13.0% |
| Q1 2018 | $510,000 | -1.2% | 3,260 | 0.0% | 0.19% | +2.1% |
| Q4 2017 | $516,000 | +4.7% | 3,260 | -1.4% | 0.19% | -2.1% |
| Q3 2017 | $493,000 | -3.3% | 3,305 | -6.7% | 0.19% | -8.1% |
| Q2 2017 | $510,000 | +1.4% | 3,543 | -1.5% | 0.21% | -2.8% |
| Q1 2017 | $503,000 | +5.2% | 3,598 | 0.0% | 0.22% | +2.9% |
| Q4 2016 | $478,000 | +3.7% | 3,598 | 0.0% | 0.21% | -0.9% |
| Q3 2016 | $461,000 | -2.9% | 3,598 | -6.1% | 0.21% | -8.2% |
| Q2 2016 | $475,000 | +4.9% | 3,832 | +2.2% | 0.23% | +1.3% |
| Q1 2016 | $453,000 | -20.0% | 3,751 | -20.3% | 0.23% | -19.1% |
| Q4 2015 | $566,000 | +295.8% | 4,704 | +273.6% | 0.28% | +248.1% |
| Q3 2015 | $143,000 | -74.4% | 1,259 | -72.1% | 0.08% | -72.7% |
| Q2 2015 | $559,000 | -1.6% | 4,508 | -1.7% | 0.30% | -2.3% |
| Q1 2015 | $568,000 | +1.2% | 4,588 | +0.0% | 0.30% | -3.5% |
| Q4 2014 | $561,000 | +4.9% | 4,586 | 0.0% | 0.32% | -2.8% |
| Q3 2014 | $535,000 | -1.8% | 4,586 | -0.9% | 0.32% | 0.0% |
| Q2 2014 | $545,000 | 0.0% | 4,629 | -4.5% | 0.32% | -5.0% |
| Q1 2014 | $545,000 | +100.4% | 4,848 | +97.0% | 0.34% | +85.3% |
| Q4 2013 | $272,000 | -4.9% | 2,461 | -12.8% | 0.18% | -17.5% |
| Q3 2013 | $286,000 | -47.6% | 2,823 | -50.2% | 0.22% | -48.3% |
| Q2 2013 | $546,000 | – | 5,668 | – | 0.43% | – |
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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% |