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 2021 | $40,000 | -16.7% | 146 | -23.2% | 0.00% | -33.3% |
| Q3 2021 | $48,000 | +23.1% | 190 | +21.8% | 0.00% | +50.0% |
| Q2 2021 | $39,000 | +5.4% | 156 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $37,000 | +8.8% | 156 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $34,000 | +13.3% | 156 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $30,000 | +3.4% | 156 | -5.5% | 0.00% | 0.0% |
| Q2 2020 | $29,000 | +20.8% | 165 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $24,000 | -22.6% | 165 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $31,000 | +106.7% | 165 | +81.3% | 0.00% | +100.0% |
| Q3 2019 | $15,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $15,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $15,000 | -57.1% | 91 | -61.6% | 0.00% | -75.0% |
| Q4 2018 | $35,000 | +133.3% | 237 | +160.4% | 0.00% | +100.0% |
| Q3 2018 | $15,000 | +7.1% | 91 | 0.0% | 0.00% | +100.0% |
| Q2 2018 | $14,000 | 0.0% | 91 | 0.0% | 0.00% | -50.0% |
| Q1 2018 | $14,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $14,000 | +7.7% | 91 | 0.0% | 0.00% | +100.0% |
| Q3 2017 | $13,000 | 0.0% | 91 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $13,000 | +8.3% | 91 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $12,000 | -42.9% | 91 | -43.5% | 0.00% | -33.3% |
| Q4 2016 | $21,000 | +5.0% | 161 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $20,000 | +5.3% | 161 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $19,000 | 0.0% | 161 | 0.0% | 0.00% | -25.0% |
| Q1 2016 | $19,000 | – | 161 | – | 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% |