ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $4,593,000 | +8.7% | 23,469 | 0.0% | 1.24% | -9.3% |
| Q2 2020 | $4,225,000 | +19.9% | 23,469 | -1.2% | 1.37% | +3.5% |
| Q1 2020 | $3,524,000 | +51.0% | 23,765 | +91.9% | 1.32% | +87.4% |
| Q4 2019 | $2,334,000 | +8.0% | 12,387 | -0.5% | 0.71% | -1.0% |
| Q3 2019 | $2,162,000 | +3.1% | 12,443 | +2.3% | 0.71% | +7.4% |
| Q2 2019 | $2,097,000 | +3.4% | 12,168 | +0.0% | 0.66% | -1.5% |
| Q1 2019 | $2,028,000 | -46.6% | 12,167 | -52.9% | 0.68% | -52.3% |
| Q4 2018 | $3,796,000 | +78.2% | 25,840 | +109.9% | 1.42% | +97.2% |
| Q3 2018 | $2,130,000 | -0.9% | 12,313 | -7.0% | 0.72% | -3.2% |
| Q2 2018 | $2,149,000 | +2.6% | 13,246 | -1.1% | 0.74% | -1.5% |
| Q1 2018 | $2,094,000 | -6.6% | 13,396 | -5.5% | 0.75% | -10.0% |
| Q4 2017 | $2,242,000 | +6.0% | 14,174 | +0.0% | 0.84% | +3.2% |
| Q3 2017 | $2,115,000 | +1.4% | 14,173 | -2.2% | 0.81% | -3.1% |
| Q2 2017 | $2,086,000 | +2.9% | 14,487 | 0.0% | 0.84% | -6.6% |
| Q1 2017 | $2,027,000 | -12.8% | 14,487 | -17.1% | 0.90% | -18.4% |
| Q4 2016 | $2,324,000 | +6.3% | 17,480 | +2.5% | 1.10% | +8.4% |
| Q3 2016 | $2,187,000 | +1.9% | 17,058 | -1.4% | 1.01% | -2.7% |
| Q2 2016 | $2,146,000 | +5.4% | 17,307 | +2.7% | 1.04% | +8.3% |
| Q1 2016 | $2,037,000 | -3.9% | 16,857 | -4.3% | 0.96% | -6.4% |
| Q4 2015 | $2,119,000 | +5.6% | 17,610 | +0.0% | 1.03% | -3.3% |
| Q3 2015 | $2,006,000 | -5.4% | 17,609 | +2.9% | 1.06% | +8.3% |
| Q2 2015 | $2,121,000 | -6.4% | 17,108 | -6.5% | 0.98% | -3.8% |
| Q1 2015 | $2,265,000 | +1.3% | 18,288 | 0.0% | 1.02% | -1.5% |
| Q4 2014 | $2,236,000 | -0.2% | 18,288 | -4.6% | 1.04% | +0.7% |
| Q3 2014 | $2,240,000 | -9.1% | 19,176 | -8.3% | 1.03% | -2.7% |
| Q2 2014 | $2,463,000 | -6.6% | 20,922 | -10.9% | 1.06% | -13.8% |
| Q1 2014 | $2,638,000 | -7.8% | 23,487 | -9.1% | 1.23% | -10.9% |
| Q4 2013 | $2,860,000 | +9.4% | 25,849 | +0.0% | 1.38% | +3.7% |
| Q3 2013 | $2,614,000 | +4.9% | 25,847 | +0.0% | 1.33% | -4.0% |
| Q2 2013 | $2,492,000 | – | 25,846 | – | 1.38% | – |
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% |