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 | $951,323 | -3.7% | 3,882 | 0.0% | 0.23% | -2.9% |
| Q2 2023 | $987,891 | +8.1% | 3,882 | 0.0% | 0.24% | +1.7% |
| Q1 2023 | $913,862 | +6.7% | 3,882 | 0.0% | 0.24% | +0.4% |
| Q4 2022 | $856,680 | +6.6% | 3,882 | 0.0% | 0.23% | -3.7% |
| Q3 2022 | $804,000 | -4.7% | 3,882 | 0.0% | 0.24% | -2.4% |
| Q2 2022 | $844,000 | -17.2% | 3,882 | 0.0% | 0.25% | -9.1% |
| Q1 2022 | $1,019,000 | -5.4% | 3,882 | 0.0% | 0.27% | -4.9% |
| Q4 2021 | $1,077,000 | +8.9% | 3,882 | 0.0% | 0.29% | -8.6% |
| Q3 2021 | $989,000 | -33.6% | 3,882 | -33.3% | 0.32% | -30.8% |
| Q2 2021 | $1,490,000 | +7.8% | 5,824 | 0.0% | 0.46% | +2.9% |
| Q1 2021 | $1,382,000 | +6.1% | 5,824 | 0.0% | 0.44% | +10.0% |
| Q4 2020 | $1,302,000 | +4.9% | 5,824 | -8.2% | 0.40% | -11.3% |
| Q3 2020 | $1,241,000 | +8.7% | 6,342 | 0.0% | 0.45% | -2.6% |
| Q2 2020 | $1,142,000 | +21.4% | 6,342 | 0.0% | 0.46% | +0.6% |
| Q1 2020 | $941,000 | -21.3% | 6,342 | 0.0% | 0.46% | -15.8% |
| Q4 2019 | $1,195,000 | +8.4% | 6,342 | 0.0% | 0.55% | +0.5% |
| Q3 2019 | $1,102,000 | +0.8% | 6,342 | 0.0% | 0.55% | -16.9% |
| Q2 2019 | $1,093,000 | +3.4% | 6,342 | 0.0% | 0.66% | -0.6% |
| Q1 2019 | $1,057,000 | +13.4% | 6,342 | 0.0% | 0.66% | -6.5% |
| Q4 2018 | $932,000 | -14.7% | 6,342 | 0.0% | 0.71% | -3.5% |
| Q3 2018 | $1,092,000 | +6.1% | 6,342 | 0.0% | 0.73% | -5.2% |
| Q2 2018 | $1,029,000 | +3.7% | 6,342 | 0.0% | 0.77% | -4.4% |
| Q1 2018 | $992,000 | -1.1% | 6,342 | 0.0% | 0.81% | -20.5% |
| Q4 2017 | $1,003,000 | – | 6,342 | – | 1.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |