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 2021 | $27,000 | 0.0% | 106 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $27,000 | +42.1% | 106 | +32.5% | 0.01% | +33.3% |
| Q1 2021 | $19,000 | +5.6% | 80 | 0.0% | 0.01% | -14.3% |
| Q4 2020 | $18,000 | +12.5% | 80 | 0.0% | 0.01% | -12.5% |
| Q3 2020 | $16,000 | -66.0% | 80 | -69.2% | 0.01% | -68.0% |
| Q2 2020 | $47,000 | +20.5% | 260 | 0.0% | 0.02% | -7.4% |
| Q1 2020 | $39,000 | -65.5% | 260 | -56.7% | 0.03% | -48.1% |
| Q4 2019 | $113,000 | +22.8% | 600 | +13.2% | 0.05% | +18.2% |
| Q3 2019 | $92,000 | +1.1% | 530 | 0.0% | 0.04% | -2.2% |
| Q2 2019 | $91,000 | -5.2% | 530 | -8.3% | 0.04% | -10.0% |
| Q1 2019 | $96,000 | +17.1% | 578 | +3.4% | 0.05% | +8.7% |
| Q4 2018 | $82,000 | +32.3% | 559 | +55.3% | 0.05% | +39.4% |
| Q3 2018 | $62,000 | +6.9% | 360 | 0.0% | 0.03% | -2.9% |
| Q2 2018 | $58,000 | +3.6% | 360 | 0.0% | 0.03% | -44.3% |
| Q1 2018 | $56,000 | -1.8% | 360 | 0.0% | 0.06% | +79.4% |
| Q4 2017 | $57,000 | +5.6% | 360 | 0.0% | 0.03% | +3.0% |
| Q3 2017 | $54,000 | +1.9% | 360 | -1.6% | 0.03% | -2.9% |
| Q2 2017 | $53,000 | +3.9% | 366 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $51,000 | -12.1% | 366 | -15.7% | 0.03% | -17.1% |
| Q4 2016 | $58,000 | -4.9% | 434 | -9.2% | 0.04% | -6.8% |
| Q3 2016 | $61,000 | -19.7% | 478 | -21.9% | 0.04% | -22.8% |
| Q2 2016 | $76,000 | -3.8% | 612 | -6.3% | 0.06% | -6.6% |
| Q1 2016 | $79,000 | -89.0% | 653 | -89.7% | 0.06% | -82.8% |
| Q3 2015 | $719,000 | +7.0% | 6,313 | +16.5% | 0.35% | +11.0% |
| Q2 2015 | $672,000 | -2.3% | 5,419 | -2.4% | 0.32% | -3.6% |
| Q1 2015 | $688,000 | +10.4% | 5,553 | +8.8% | 0.33% | -3.5% |
| Q4 2014 | $623,000 | – | 5,102 | – | 0.34% | – |
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% |