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 | $13,963,907 | -3.9% | 56,982 | -0.2% | 0.20% | -4.3% |
| Q2 2023 | $14,534,773 | +19.1% | 57,116 | +3.3% | 0.21% | -6.8% |
| Q1 2023 | $12,203,015 | 0.0% | 55,297 | 0.0% | 0.22% | 0.0% |
| Q4 2022 | $12,203,015 | +112.1% | 55,297 | +99.0% | 0.22% | +89.7% |
| Q3 2022 | $5,754,000 | -8.8% | 27,792 | -4.2% | 0.12% | -6.4% |
| Q2 2022 | $6,306,000 | +82.8% | 29,008 | +120.7% | 0.12% | +83.8% |
| Q1 2022 | $3,449,000 | +1.7% | 13,146 | +7.6% | 0.07% | +3.0% |
| Q4 2021 | $3,392,000 | +8.3% | 12,223 | -0.6% | 0.07% | +3.1% |
| Q3 2021 | $3,132,000 | -1.1% | 12,291 | -0.6% | 0.06% | -15.8% |
| Q2 2021 | $3,166,000 | +9.0% | 12,371 | +1.1% | 0.08% | -46.9% |
| Q1 2021 | $2,904,000 | +3.2% | 12,240 | -2.8% | 0.14% | -3.4% |
| Q4 2020 | $2,814,000 | +14.6% | 12,589 | +0.4% | 0.15% | -21.3% |
| Q3 2020 | $2,455,000 | +6.5% | 12,543 | -2.0% | 0.19% | -14.2% |
| Q2 2020 | $2,305,000 | +21.1% | 12,801 | -0.3% | 0.22% | +19.0% |
| Q1 2020 | $1,904,000 | -21.3% | 12,837 | +0.0% | 0.18% | -20.7% |
| Q4 2019 | $2,419,000 | +6.3% | 12,836 | -2.0% | 0.23% | -6.1% |
| Q3 2019 | $2,276,000 | -5.9% | 13,097 | -6.7% | 0.25% | -6.1% |
| Q2 2019 | $2,419,000 | +0.3% | 14,035 | -3.0% | 0.26% | -13.5% |
| Q1 2019 | $2,411,000 | +29.2% | 14,465 | +13.9% | 0.30% | +6.7% |
| Q4 2018 | $1,866,000 | -20.0% | 12,700 | -6.2% | 0.28% | -20.4% |
| Q3 2018 | $2,333,000 | +5.2% | 13,539 | -0.9% | 0.36% | -0.3% |
| Q2 2018 | $2,217,000 | +3.0% | 13,660 | -0.8% | 0.36% | -14.3% |
| Q1 2018 | $2,152,000 | -5.4% | 13,767 | -4.3% | 0.42% | -11.6% |
| Q4 2017 | $2,274,000 | +5.5% | 14,379 | -0.4% | 0.47% | -7.6% |
| Q3 2017 | $2,156,000 | -13.8% | 14,440 | -16.9% | 0.51% | -12.6% |
| Q2 2017 | $2,501,000 | +244.0% | 17,369 | +234.3% | 0.59% | +178.2% |
| Q1 2017 | $727,000 | +7.1% | 5,195 | +1.8% | 0.21% | -3.7% |
| Q4 2016 | $679,000 | +3.8% | 5,103 | 0.0% | 0.22% | -0.9% |
| Q3 2016 | $654,000 | +3.3% | 5,103 | 0.0% | 0.22% | +2.8% |
| Q2 2016 | $633,000 | +6.4% | 5,103 | +3.7% | 0.22% | +9.1% |
| Q1 2016 | $595,000 | -7.6% | 4,919 | -8.1% | 0.20% | -8.8% |
| Q4 2015 | $644,000 | +5.6% | 5,354 | 0.0% | 0.22% | +0.5% |
| Q3 2015 | $610,000 | +31.2% | 5,354 | +42.6% | 0.22% | +41.4% |
| Q2 2015 | $465,000 | 0.0% | 3,754 | 0.0% | 0.15% | -13.1% |
| Q1 2015 | $465,000 | +1.1% | 3,754 | -0.1% | 0.18% | -1.7% |
| Q4 2014 | $460,000 | +3.1% | 3,758 | -1.6% | 0.18% | -3.3% |
| Q3 2014 | $446,000 | -0.7% | 3,818 | +0.0% | 0.18% | -6.1% |
| Q2 2014 | $449,000 | +68.2% | 3,817 | +58.1% | 0.20% | +55.6% |
| Q4 2013 | $267,000 | +18.7% | 2,414 | +8.5% | 0.13% | +5.9% |
| Q3 2013 | $225,000 | +5.6% | 2,225 | +0.8% | 0.12% | -0.8% |
| Q2 2013 | $213,000 | – | 2,208 | – | 0.12% | – |
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% |