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 | $42,856,630 | -0.7% | 174,882 | +3.1% | 0.16% | -3.5% |
| Q2 2023 | $43,179,828 | +144.3% | 169,679 | +126.0% | 0.17% | +117.9% |
| Q1 2023 | $17,678,110 | +5.6% | 75,095 | -1.0% | 0.08% | -7.1% |
| Q4 2022 | $16,745,796 | +7.5% | 75,883 | +0.9% | 0.08% | -7.7% |
| Q3 2022 | $15,572,000 | -2.3% | 75,214 | +2.6% | 0.09% | -11.7% |
| Q2 2022 | $15,933,000 | -19.9% | 73,292 | -3.3% | 0.10% | -20.2% |
| Q1 2022 | $19,896,000 | +9.3% | 75,832 | +15.6% | 0.13% | +3.2% |
| Q4 2021 | $18,208,000 | +43.0% | 65,615 | +31.3% | 0.12% | +17.9% |
| Q3 2021 | $12,733,000 | +0.6% | 49,963 | +1.0% | 0.11% | -10.2% |
| Q2 2021 | $12,660,000 | +9.5% | 49,470 | +1.5% | 0.12% | -5.6% |
| Q1 2021 | $11,560,000 | +18.4% | 48,730 | +11.6% | 0.12% | -3.1% |
| Q4 2020 | $9,764,000 | +29.0% | 43,683 | +14.0% | 0.13% | +2.4% |
| Q3 2020 | $7,568,000 | -2.5% | 38,318 | -10.7% | 0.13% | -1.6% |
| Q2 2020 | $7,762,000 | +0.8% | 42,887 | -21.3% | 0.13% | -24.7% |
| Q1 2020 | $7,698,000 | -38.6% | 54,466 | -17.5% | 0.17% | -14.1% |
| Q4 2019 | $12,547,000 | +4.2% | 66,041 | -4.7% | 0.20% | -53.2% |
| Q3 2019 | $12,045,000 | +18.2% | 69,317 | +17.2% | 0.42% | +12.2% |
| Q2 2019 | $10,190,000 | +1.7% | 59,122 | -1.6% | 0.38% | -7.4% |
| Q1 2019 | $10,016,000 | -2.5% | 60,083 | -14.1% | 0.41% | -26.1% |
| Q4 2018 | $10,274,000 | +8.0% | 69,930 | +27.2% | 0.55% | +29.3% |
| Q3 2018 | $9,515,000 | +4.4% | 54,977 | -2.1% | 0.43% | -15.6% |
| Q2 2018 | $9,111,000 | +6.3% | 56,139 | +0.0% | 0.50% | -4.7% |
| Q1 2018 | $8,572,000 | -48.3% | 56,113 | -46.5% | 0.53% | -47.2% |
| Q4 2017 | $16,580,000 | -50.1% | 104,825 | -51.7% | 1.00% | -29.0% |
| Q3 2017 | $33,247,000 | +86.6% | 217,045 | +75.4% | 1.41% | -36.6% |
| Q2 2017 | $17,817,000 | +4.6% | 123,714 | +1.6% | 2.23% | +28.7% |
| Q1 2017 | $17,040,000 | +0.0% | 121,805 | -4.9% | 1.73% | +12.0% |
| Q4 2016 | $17,033,000 | -3.1% | 128,090 | -9.6% | 1.54% | -21.7% |
| Q3 2016 | $17,580,000 | +6.3% | 141,749 | +3.6% | 1.97% | +12.7% |
| Q1 2016 | $16,534,000 | -17.4% | 136,799 | -17.8% | 1.75% | -18.1% |
| Q4 2015 | $20,015,000 | +11.0% | 166,363 | +5.1% | 2.14% | -11.7% |
| Q3 2015 | $18,025,000 | -2.7% | 158,268 | +5.9% | 2.42% | -16.9% |
| Q2 2015 | $18,522,000 | -99.9% | 149,393 | +4.9% | 2.91% | -8.9% |
| Q1 2015 | $17,631,557,000 | +127397.0% | 142,362 | +25.9% | 3.20% | +19.4% |
| Q4 2014 | $13,829,000 | +4.1% | 113,081 | -0.6% | 2.68% | -27.4% |
| Q3 2014 | $13,289,000 | +1.5% | 113,785 | +2.3% | 3.68% | +23.0% |
| Q2 2014 | $13,096,000 | -1.3% | 111,224 | -5.9% | 3.00% | +9.4% |
| Q1 2014 | $13,267,000 | -3.0% | 118,256 | -4.3% | 2.74% | +17.2% |
| Q4 2013 | $13,672,000 | +35.7% | 123,565 | +24.0% | 2.34% | -12.0% |
| Q3 2013 | $10,078,000 | +2.6% | 99,644 | -2.2% | 2.66% | -12.2% |
| Q2 2013 | $9,821,000 | – | 101,877 | – | 3.02% | – |
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% |