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 | $10,597,312 | -4.8% | 43,067 | -1.6% | 0.45% | -4.0% |
| Q2 2023 | $11,135,159 | +5.5% | 43,757 | -2.4% | 0.47% | -1.3% |
| Q1 2023 | $10,550,708 | +6.7% | 44,819 | +0.0% | 0.48% | +1.1% |
| Q4 2022 | $9,890,205 | -17.3% | 44,818 | -22.4% | 0.47% | -34.6% |
| Q3 2022 | $11,961,000 | -21.1% | 57,774 | -17.1% | 0.72% | -36.5% |
| Q2 2022 | $15,157,000 | -11.6% | 69,717 | +6.7% | 1.14% | +31.0% |
| Q1 2022 | $17,149,000 | +6.7% | 65,359 | +12.9% | 0.87% | +11.2% |
| Q4 2021 | $16,068,000 | -2.7% | 57,897 | -10.6% | 0.78% | -11.0% |
| Q3 2021 | $16,513,000 | -25.4% | 64,791 | -25.1% | 0.88% | -0.8% |
| Q2 2021 | $22,132,000 | +6.1% | 86,489 | -1.6% | 0.89% | -3.0% |
| Q1 2021 | $20,857,000 | +2.0% | 87,916 | -3.8% | 0.91% | -7.6% |
| Q4 2020 | $20,439,000 | +6.4% | 91,428 | -6.9% | 0.99% | +6.6% |
| Q3 2020 | $19,214,000 | +5.0% | 98,173 | -3.4% | 0.93% | -4.5% |
| Q2 2020 | $18,297,000 | +21.2% | 101,613 | -0.2% | 0.97% | -0.5% |
| Q1 2020 | $15,100,000 | -22.0% | 101,802 | -0.9% | 0.98% | +5.3% |
| Q4 2019 | $19,359,000 | -0.1% | 102,688 | -7.9% | 0.93% | -0.2% |
| Q3 2019 | $19,373,000 | -6.1% | 111,495 | -6.8% | 0.93% | -10.1% |
| Q2 2019 | $20,632,000 | +7.1% | 119,689 | +3.6% | 1.03% | +14.0% |
| Q1 2019 | $19,256,000 | +17.5% | 115,497 | +3.5% | 0.91% | +8.2% |
| Q4 2018 | $16,389,000 | +29.0% | 111,576 | +52.0% | 0.84% | +11.4% |
| Q3 2018 | $12,704,000 | +11.8% | 73,399 | +4.8% | 0.75% | +3.6% |
| Q2 2018 | $11,367,000 | -1.3% | 70,040 | -4.9% | 0.73% | -7.9% |
| Q1 2018 | $11,519,000 | +276.2% | 73,671 | +280.7% | 0.79% | +236.8% |
| Q4 2017 | $3,062,000 | +9.4% | 19,349 | +3.2% | 0.23% | -6.8% |
| Q3 2017 | $2,798,000 | -13.4% | 18,740 | -16.8% | 0.25% | +6.8% |
| Q2 2017 | $3,232,000 | +23.3% | 22,522 | +20.2% | 0.24% | +6.8% |
| Q1 2017 | $2,622,000 | +6.0% | 18,740 | +0.8% | 0.22% | -10.6% |
| Q4 2016 | $2,473,000 | +3.4% | 18,597 | -1.6% | 0.25% | -50.5% |
| Q3 2016 | $2,391,000 | -2.7% | 18,896 | -4.6% | 0.50% | -78.9% |
| Q2 2016 | $2,458,000 | -37.2% | 19,816 | -38.8% | 2.36% | -23.8% |
| Q1 2016 | $3,913,000 | -17.7% | 32,373 | -18.1% | 3.10% | +69.1% |
| Q4 2015 | $4,753,000 | +5.6% | 39,509 | 0.0% | 1.83% | -47.2% |
| Q3 2015 | $4,500,000 | -19.0% | 39,509 | -11.8% | 3.47% | -39.0% |
| Q2 2015 | $5,554,000 | – | 44,796 | – | 5.69% | – |
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% |