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 | $4,358,928 | -17.5% | 18,178 | -10.8% | 0.24% | -14.5% |
| Q2 2023 | $5,280,744 | +6.7% | 20,381 | -2.6% | 0.28% | -4.8% |
| Q1 2023 | $4,951,198 | +6.7% | 20,929 | +8.7% | 0.29% | +1.8% |
| Q4 2022 | $4,638,508 | +8.3% | 19,262 | -1.1% | 0.28% | -7.2% |
| Q3 2022 | $4,284,000 | -6.2% | 19,484 | +1.6% | 0.31% | -7.6% |
| Q2 2022 | $4,566,000 | +0.9% | 19,184 | -4.1% | 0.33% | -4.1% |
| Q1 2022 | $4,525,000 | -13.2% | 20,011 | -1.9% | 0.34% | -6.8% |
| Q4 2021 | $5,214,000 | -20.8% | 20,406 | -14.7% | 0.37% | -19.9% |
| Q3 2021 | $6,584,000 | -54.3% | 23,912 | -56.6% | 0.46% | -13.6% |
| Q2 2021 | $14,410,000 | +107.9% | 55,062 | +99.0% | 0.54% | -6.5% |
| Q1 2021 | $6,931,000 | +8.5% | 27,675 | -0.1% | 0.57% | -5.6% |
| Q4 2020 | $6,387,000 | +14.9% | 27,691 | -1.6% | 0.61% | -7.9% |
| Q3 2020 | $5,559,000 | +0.5% | 28,140 | -4.0% | 0.66% | -4.8% |
| Q2 2020 | $5,531,000 | +14.2% | 29,301 | -0.3% | 0.69% | -7.6% |
| Q1 2020 | $4,842,000 | +0.1% | 29,391 | +17.8% | 0.75% | +25.7% |
| Q4 2019 | $4,835,000 | +2.7% | 24,941 | -6.8% | 0.60% | -10.3% |
| Q3 2019 | $4,708,000 | -58.8% | 26,768 | -64.2% | 0.66% | -60.9% |
| Q4 2018 | $11,432,000 | -12.1% | 74,800 | -10.6% | 1.70% | -12.4% |
| Q3 2018 | $13,013,000 | -6.3% | 83,700 | -2.2% | 1.94% | -10.1% |
| Q2 2018 | $13,883,000 | +4.2% | 85,542 | +0.4% | 2.16% | -5.6% |
| Q1 2018 | $13,323,000 | -1.2% | 85,220 | -0.0% | 2.28% | +3.6% |
| Q4 2017 | $13,484,000 | +6.0% | 85,250 | 0.0% | 2.20% | +1.5% |
| Q3 2017 | $12,726,000 | -47.9% | 85,250 | -51.7% | 2.17% | -65.9% |
| Q2 2017 | $24,421,000 | +10336.3% | 176,364 | +9104.8% | 6.37% | +6086.4% |
| Q1 2015 | $234,000 | -96.8% | 1,916 | -96.8% | 0.10% | -96.7% |
| Q4 2014 | $7,372,000 | – | 60,282 | – | 3.12% | – |
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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% |