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 | $686,000 | -3.8% | 2,801 | 0.0% | 0.10% | -6.7% |
| Q2 2023 | $713,000 | +8.1% | 2,801 | 0.0% | 0.10% | -78.8% |
| Q1 2023 | $659,383 | +6.7% | 2,801 | 0.0% | 0.50% | +118.5% |
| Q4 2022 | $618,125 | +6.6% | 2,801 | 0.0% | 0.23% | +99.1% |
| Q3 2022 | $580,000 | -21.1% | 2,801 | 0.0% | 0.11% | +11.8% |
| Q1 2022 | $735,000 | -5.4% | 2,801 | 0.0% | 0.10% | +4.1% |
| Q4 2021 | $777,000 | +8.4% | 2,801 | 0.0% | 0.10% | +7.7% |
| Q2 2021 | $717,000 | +8.0% | 2,801 | 0.0% | 0.09% | -9.0% |
| Q1 2021 | $664,000 | +6.1% | 2,801 | 0.0% | 0.10% | +17.6% |
| Q4 2020 | $626,000 | +14.2% | 2,801 | 0.0% | 0.08% | +3.7% |
| Q3 2020 | $548,000 | +7.0% | 2,801 | -1.5% | 0.08% | -9.9% |
| Q2 2020 | $512,000 | -34.4% | 2,843 | -38.0% | 0.09% | -44.2% |
| Q1 2020 | $780,000 | -81.9% | 4,585 | -79.5% | 0.16% | -77.2% |
| Q4 2019 | $4,310,000 | +9.4% | 22,419 | -2.3% | 0.72% | -13.3% |
| Q3 2019 | $3,940,000 | -3.6% | 22,955 | -1.5% | 0.82% | -7.2% |
| Q2 2019 | $4,088,000 | -6.4% | 23,299 | -11.0% | 0.89% | -16.7% |
| Q1 2019 | $4,366,000 | +27.1% | 26,190 | +9.4% | 1.07% | +3.7% |
| Q4 2018 | $3,436,000 | -59.7% | 23,945 | -51.6% | 1.03% | -42.7% |
| Q3 2018 | $8,533,000 | +11.2% | 49,523 | +8.8% | 1.80% | +0.4% |
| Q2 2018 | $7,675,000 | -2.4% | 45,537 | -9.4% | 1.79% | -18.6% |
| Q1 2018 | $7,863,000 | -10.9% | 50,255 | -7.5% | 2.20% | -1.9% |
| Q4 2017 | $8,822,000 | -46.5% | 54,315 | -50.1% | 2.24% | -49.8% |
| Q3 2017 | $16,475,000 | +4.7% | 108,927 | +1.4% | 4.46% | -10.5% |
| Q2 2017 | $15,728,000 | +12.1% | 107,441 | +6.7% | 4.98% | -1.7% |
| Q1 2017 | $14,030,000 | +60.1% | 100,651 | +54.6% | 5.07% | +48.1% |
| Q4 2016 | $8,765,000 | +108.1% | 65,122 | +75.8% | 3.42% | +105.5% |
| Q4 2015 | $4,211,000 | +3.0% | 37,041 | +3.2% | 1.66% | +13.7% |
| Q3 2015 | $4,088,000 | -1.5% | 35,891 | +6.9% | 1.46% | +4.3% |
| Q2 2015 | $4,151,000 | +2.9% | 33,590 | +3.1% | 1.40% | +8.1% |
| Q1 2015 | $4,035,000 | +13.7% | 32,579 | +12.3% | 1.30% | +12.4% |
| Q4 2014 | $3,548,000 | – | 29,011 | – | 1.16% | – |
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% |