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 | $2,169,629 | +19.4% | 8,853 | +24.0% | 0.06% | +20.8% |
| Q2 2023 | $1,816,455 | +27.7% | 7,138 | +18.1% | 0.05% | +23.1% |
| Q1 2023 | $1,422,450 | +10.3% | 6,042 | +3.4% | 0.04% | -2.5% |
| Q4 2022 | $1,290,182 | +6.9% | 5,846 | +0.3% | 0.04% | -7.0% |
| Q3 2022 | $1,207,000 | -1.8% | 5,828 | +3.1% | 0.04% | +2.4% |
| Q2 2022 | $1,229,000 | -13.0% | 5,653 | +5.0% | 0.04% | 0.0% |
| Q1 2022 | $1,412,000 | +13.3% | 5,383 | +19.9% | 0.04% | +16.7% |
| Q4 2021 | $1,246,000 | +4.9% | 4,488 | -3.8% | 0.04% | -5.3% |
| Q3 2021 | $1,188,000 | -2.9% | 4,663 | -2.4% | 0.04% | -2.6% |
| Q2 2021 | $1,223,000 | +28.1% | 4,777 | +18.7% | 0.04% | +11.4% |
| Q1 2021 | $955,000 | +3.0% | 4,024 | -2.9% | 0.04% | -5.4% |
| Q4 2020 | $927,000 | -1.8% | 4,146 | -14.1% | 0.04% | -15.9% |
| Q3 2020 | $944,000 | +7.5% | 4,824 | -1.1% | 0.04% | -8.3% |
| Q2 2020 | $878,000 | +41.2% | 4,877 | +16.3% | 0.05% | +17.1% |
| Q1 2020 | $622,000 | -3.0% | 4,195 | +23.5% | 0.04% | +20.6% |
| Q4 2019 | $641,000 | +85.8% | 3,398 | +69.9% | 0.03% | +61.9% |
| Q3 2019 | $345,000 | 0.0% | 2,000 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $345,000 | +10.2% | 2,000 | +6.5% | 0.02% | -4.5% |
| Q1 2019 | $313,000 | +16.4% | 1,878 | +2.7% | 0.02% | -4.3% |
| Q4 2018 | $269,000 | -1.1% | 1,828 | +15.7% | 0.02% | +15.0% |
| Q3 2018 | $272,000 | +15.3% | 1,580 | +12.7% | 0.02% | +11.1% |
| Q2 2018 | $236,000 | +26.9% | 1,402 | +17.9% | 0.02% | +20.0% |
| Q1 2018 | $186,000 | -54.0% | 1,189 | -53.5% | 0.02% | -57.1% |
| Q4 2017 | $404,000 | +621.4% | 2,556 | +579.8% | 0.04% | +483.3% |
| Q3 2017 | $56,000 | +100.0% | 376 | +91.8% | 0.01% | +50.0% |
| Q2 2017 | $28,000 | -85.9% | 196 | -86.2% | 0.00% | -86.2% |
| Q1 2017 | $198,000 | +26.9% | 1,416 | +16.1% | 0.03% | 0.0% |
| Q3 2016 | $156,000 | +0.6% | 1,220 | -2.6% | 0.03% | -17.1% |
| Q2 2016 | $155,000 | +2.6% | 1,252 | 0.0% | 0.04% | -14.6% |
| Q1 2016 | $151,000 | 0.0% | 1,252 | 0.0% | 0.04% | -16.3% |
| Q4 2015 | $151,000 | +5.6% | 1,252 | 0.0% | 0.05% | +14.0% |
| Q3 2015 | $143,000 | -8.3% | 1,252 | 0.0% | 0.04% | -6.5% |
| Q2 2015 | $156,000 | +30.0% | 1,252 | +30.4% | 0.05% | +39.4% |
| Q1 2015 | $120,000 | +16.5% | 960 | +12.0% | 0.03% | +3.1% |
| Q4 2014 | $103,000 | +8.4% | 857 | 0.0% | 0.03% | -33.3% |
| Q4 2013 | $95,000 | – | 857 | – | 0.05% | – |
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% |