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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $6,841,000 | +11.0% | 30,598 | -2.8% | 0.02% | 0.0% |
| Q3 2020 | $6,163,000 | -1.0% | 31,488 | -8.9% | 0.02% | -14.3% |
| Q2 2020 | $6,225,000 | +21.4% | 34,576 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $5,129,000 | -27.6% | 34,576 | -8.1% | 0.02% | -12.5% |
| Q4 2019 | $7,088,000 | +8.5% | 37,607 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $6,535,000 | +2.4% | 37,607 | +1.6% | 0.02% | 0.0% |
| Q2 2019 | $6,381,000 | +1.8% | 37,022 | -1.6% | 0.02% | 0.0% |
| Q1 2019 | $6,270,000 | +23.4% | 37,607 | +8.8% | 0.02% | +4.3% |
| Q4 2018 | $5,080,000 | -5.2% | 34,576 | +11.2% | 0.02% | +9.5% |
| Q3 2018 | $5,359,000 | +6.2% | 31,103 | 0.0% | 0.02% | -4.5% |
| Q2 2018 | $5,048,000 | +3.8% | 31,103 | -0.0% | 0.02% | -4.3% |
| Q1 2018 | $4,865,000 | +0.6% | 31,118 | +1.7% | 0.02% | 0.0% |
| Q4 2017 | $4,838,000 | +6.0% | 30,589 | 0.0% | 0.02% | +4.5% |
| Q3 2017 | $4,566,000 | +3.7% | 30,589 | 0.0% | 0.02% | +4.8% |
| Q2 2017 | $4,405,000 | +2.9% | 30,589 | 0.0% | 0.02% | -8.7% |
| Q1 2017 | $4,279,000 | +5.2% | 30,589 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $4,068,000 | +3.7% | 30,589 | 0.0% | 0.02% | +4.5% |
| Q3 2016 | $3,921,000 | +3.3% | 30,589 | 0.0% | 0.02% | +4.8% |
| Q2 2016 | $3,794,000 | +2.6% | 30,589 | 0.0% | 0.02% | -22.2% |
| Q1 2016 | $3,697,000 | +0.5% | 30,589 | 0.0% | 0.03% | -3.6% |
| Q4 2015 | $3,680,000 | +5.6% | 30,589 | 0.0% | 0.03% | -3.4% |
| Q3 2015 | $3,484,000 | -8.1% | 30,589 | 0.0% | 0.03% | +26.1% |
| Q2 2015 | $3,792,000 | – | 30,589 | – | 0.02% | – |
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% |