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 2023 | $405 | +11.6% | 1,475 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $363 | -3.2% | 1,475 | 0.0% | 0.01% | +16.7% |
| Q2 2023 | $375 | +8.1% | 1,475 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $347 | +6.4% | 1,475 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $326 | -99.9% | 1,475 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $305,000 | +5.9% | 1,475 | +11.3% | 0.01% | +16.7% |
| Q2 2022 | $288,000 | -37.0% | 1,325 | -23.9% | 0.01% | -25.0% |
| Q1 2022 | $457,000 | +19.6% | 1,740 | +26.5% | 0.01% | +33.3% |
| Q4 2021 | $382,000 | +9.1% | 1,375 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $350,000 | -0.6% | 1,375 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $352,000 | +8.0% | 1,375 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $326,000 | +7.6% | 1,375 | +1.6% | 0.01% | +16.7% |
| Q4 2020 | $303,000 | +17.0% | 1,354 | +2.2% | 0.01% | 0.0% |
| Q3 2020 | $259,000 | +8.4% | 1,325 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $239,000 | +397.9% | 1,325 | +307.7% | 0.01% | +500.0% |
| Q1 2020 | $48,000 | -31.4% | 325 | -19.4% | 0.00% | -50.0% |
| Q3 2019 | $70,000 | +34.6% | 403 | +34.3% | 0.00% | 0.0% |
| Q2 2019 | $52,000 | +4.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $50,000 | +13.6% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $44,000 | -15.4% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $52,000 | +6.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $49,000 | +4.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $47,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $47,000 | +4.4% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $45,000 | +4.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $43,000 | +2.4% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $42,000 | +5.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $40,000 | +5.3% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $38,000 | +2.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $37,000 | +2.8% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $36,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $36,000 | +5.9% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $34,000 | -8.1% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $37,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $37,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $37,000 | +5.7% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $35,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $35,000 | +2.9% | 300 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $34,000 | +3.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $33,000 | +10.0% | 300 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $30,000 | +3.4% | 300 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $29,000 | – | 300 | – | 0.00% | – |
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% |