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 | $5,420,483 | +535.3% | 22,119 | +559.7% | 0.14% | +19.5% |
| Q2 2023 | $853,272 | +8.1% | 3,353 | 0.0% | 0.11% | -0.9% |
| Q1 2023 | $789,330 | +6.7% | 3,353 | 0.0% | 0.11% | 0.0% |
| Q4 2022 | $739,940 | +6.6% | 3,353 | 0.0% | 0.11% | 0.0% |
| Q3 2022 | $694,000 | -4.8% | 3,353 | 0.0% | 0.11% | -1.7% |
| Q2 2022 | $729,000 | -17.2% | 3,353 | 0.0% | 0.12% | +0.9% |
| Q1 2022 | $880,000 | -10.4% | 3,353 | -5.2% | 0.12% | -10.2% |
| Q4 2021 | $982,000 | +8.9% | 3,538 | 0.0% | 0.13% | -1.5% |
| Q3 2021 | $902,000 | -0.3% | 3,538 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $905,000 | +4.1% | 3,538 | -3.4% | 0.13% | -6.5% |
| Q1 2021 | $869,000 | +6.1% | 3,663 | 0.0% | 0.14% | +18.8% |
| Q4 2020 | $819,000 | +14.2% | 3,663 | 0.0% | 0.12% | -0.8% |
| Q3 2020 | $717,000 | +8.6% | 3,663 | 0.0% | 0.12% | +1.7% |
| Q2 2020 | $660,000 | +21.5% | 3,663 | 0.0% | 0.12% | +9.4% |
| Q1 2020 | $543,000 | -6.2% | 3,663 | +19.3% | 0.11% | +6.0% |
| Q4 2019 | $579,000 | – | 3,071 | – | 0.10% | – |
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% |