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 | $15,063,284 | -63.5% | 61,468 | -62.1% | 0.03% | -63.0% |
| Q2 2023 | $41,222,799 | +17.5% | 161,988 | +8.7% | 0.07% | +10.6% |
| Q1 2023 | $35,086,704 | +3.7% | 149,045 | -2.8% | 0.07% | -2.9% |
| Q4 2022 | $33,849,213 | -3.7% | 153,386 | -9.7% | 0.07% | -12.8% |
| Q3 2022 | $35,155,000 | +0.8% | 169,799 | +5.8% | 0.08% | +2.6% |
| Q2 2022 | $34,881,000 | -2.6% | 160,456 | +17.6% | 0.08% | +11.8% |
| Q1 2022 | $35,795,000 | -4.6% | 136,429 | +0.9% | 0.07% | -2.9% |
| Q4 2021 | $37,510,000 | +22.6% | 135,173 | +12.6% | 0.07% | +12.9% |
| Q3 2021 | $30,585,000 | +8.7% | 120,012 | +9.1% | 0.06% | +8.8% |
| Q2 2021 | $28,150,000 | +5.8% | 110,001 | -1.9% | 0.06% | -5.0% |
| Q1 2021 | $26,604,000 | +7.5% | 112,144 | +1.3% | 0.06% | -3.2% |
| Q4 2020 | $24,744,000 | +9.3% | 110,690 | -4.3% | 0.06% | -4.6% |
| Q3 2020 | $22,631,000 | +7.4% | 115,634 | -1.2% | 0.06% | -3.0% |
| Q2 2020 | $21,067,000 | -12.3% | 117,002 | -27.8% | 0.07% | -36.2% |
| Q1 2020 | $24,029,000 | -27.1% | 161,998 | -7.3% | 0.10% | 0.0% |
| Q4 2019 | $32,940,000 | +50.9% | 174,758 | +39.1% | 0.10% | +32.9% |
| Q3 2019 | $21,829,000 | -4.1% | 125,618 | -4.9% | 0.08% | -9.2% |
| Q2 2019 | $22,762,000 | -3.7% | 132,060 | -6.9% | 0.09% | -11.2% |
| Q1 2019 | $23,640,000 | +5.0% | 141,812 | -7.5% | 0.10% | -17.6% |
| Q4 2018 | $22,524,000 | +4.7% | 153,305 | +22.8% | 0.12% | +22.7% |
| Q3 2018 | $21,506,000 | +7.1% | 124,817 | +0.9% | 0.10% | -4.9% |
| Q2 2018 | $20,085,000 | +1.2% | 123,762 | -2.5% | 0.10% | -10.5% |
| Q1 2018 | $19,843,000 | -6.2% | 126,923 | -5.1% | 0.11% | -13.6% |
| Q4 2017 | $21,150,000 | +1.7% | 133,718 | -4.0% | 0.13% | -0.8% |
| Q3 2017 | $20,790,000 | +6.2% | 139,271 | +2.4% | 0.13% | -1.5% |
| Q2 2017 | $19,579,000 | +0.5% | 135,947 | -2.4% | 0.14% | -8.8% |
| Q1 2017 | $19,481,000 | +1.6% | 139,252 | -3.5% | 0.15% | -8.1% |
| Q4 2016 | $19,182,000 | -43.4% | 144,249 | -45.5% | 0.16% | -46.7% |
| Q3 2016 | $33,905,000 | -10.2% | 264,487 | -13.1% | 0.30% | -17.3% |
| Q2 2016 | $37,744,000 | -19.5% | 304,339 | -21.6% | 0.36% | -32.3% |
| Q1 2016 | $46,894,000 | -1.6% | 388,006 | -2.1% | 0.54% | -3.4% |
| Q4 2015 | $47,673,000 | +17.6% | 396,251 | +11.4% | 0.56% | -17.7% |
| Q3 2015 | $40,528,000 | +1110.9% | 355,854 | +1216.6% | 0.68% | +316.0% |
| Q1 2015 | $3,347,000 | +9.4% | 27,028 | +8.0% | 0.16% | +3.2% |
| Q4 2014 | $3,059,000 | +4.1% | 25,015 | -0.6% | 0.16% | -0.6% |
| Q3 2014 | $2,938,000 | -49.5% | 25,158 | -49.0% | 0.16% | -53.9% |
| Q2 2014 | $5,813,000 | +32.5% | 49,369 | +26.4% | 0.34% | +33.7% |
| Q1 2014 | $4,387,000 | +2.5% | 39,063 | +1.0% | 0.26% | -1.9% |
| Q4 2013 | $4,280,000 | +9.2% | 38,684 | -0.2% | 0.26% | +1.5% |
| Q3 2013 | $3,919,000 | +22.4% | 38,744 | +16.6% | 0.26% | +175.5% |
| Q2 2013 | $3,202,000 | – | 33,221 | – | 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% |