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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $373,000 | -14.4% | 1,717 | 0.0% | 0.03% | +440.0% |
| Q1 2022 | $436,000 | -8.4% | 1,717 | 0.0% | 0.01% | -83.9% |
| Q4 2021 | $476,000 | +8.7% | 1,717 | 0.0% | 0.03% | +3.3% |
| Q3 2021 | $438,000 | -0.2% | 1,717 | 0.0% | 0.03% | -3.2% |
| Q2 2021 | $439,000 | +7.9% | 1,717 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $407,000 | +6.0% | 1,717 | 0.0% | 0.03% | 0.0% |
| Q4 2020 | $384,000 | +14.3% | 1,717 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $336,000 | +8.7% | 1,717 | 0.0% | 0.03% | +10.7% |
| Q2 2020 | $309,000 | -8.6% | 1,717 | -24.6% | 0.03% | -49.1% |
| Q1 2020 | $338,000 | -21.2% | 2,277 | 0.0% | 0.06% | -20.3% |
| Q4 2019 | $429,000 | +8.3% | 2,277 | 0.0% | 0.07% | +19.0% |
| Q3 2019 | $396,000 | +1.0% | 2,277 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $392,000 | +3.2% | 2,277 | 0.0% | 0.06% | +11.5% |
| Q1 2019 | $380,000 | +13.4% | 2,277 | 0.0% | 0.05% | +2.0% |
| Q4 2018 | $335,000 | -14.5% | 2,277 | 0.0% | 0.05% | +37.8% |
| Q3 2018 | $392,000 | +5.9% | 2,277 | 0.0% | 0.04% | -30.2% |
| Q2 2018 | $370,000 | +3.9% | 2,277 | 0.0% | 0.05% | +6.0% |
| Q1 2018 | $356,000 | -1.1% | 2,277 | 0.0% | 0.05% | -13.8% |
| Q4 2017 | $360,000 | +5.9% | 2,277 | 0.0% | 0.06% | +18.4% |
| Q3 2017 | $340,000 | +3.7% | 2,277 | 0.0% | 0.05% | -2.0% |
| Q2 2017 | $328,000 | +2.8% | 2,277 | 0.0% | 0.05% | +2.0% |
| Q1 2017 | $319,000 | -68.4% | 2,277 | -70.0% | 0.05% | -70.3% |
| Q4 2016 | $1,009,000 | +3.7% | 7,591 | 0.0% | 0.16% | +11.5% |
| Q3 2016 | $973,000 | +3.4% | 7,591 | 0.0% | 0.15% | -2.0% |
| Q2 2016 | $941,000 | +2.6% | 7,591 | 0.0% | 0.15% | +96.1% |
| Q1 2016 | $917,000 | +0.4% | 7,591 | 0.0% | 0.08% | -47.6% |
| Q4 2015 | $913,000 | +4.5% | 7,591 | -1.0% | 0.15% | +6.5% |
| Q3 2015 | $874,000 | -12.0% | 7,671 | -4.2% | 0.14% | -9.8% |
| Q2 2015 | $993,000 | -2.6% | 8,006 | -2.8% | 0.15% | -6.7% |
| Q1 2015 | $1,020,000 | – | 8,237 | – | 0.16% | – |
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% |