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 | $284,025 | -3.7% | 1,159 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $294,942 | +2.6% | 1,159 | -5.1% | 0.04% | -4.5% |
| Q1 2023 | $287,436 | +106753.5% | 1,221 | 0.0% | 0.04% | -2.2% |
| Q4 2022 | $269 | -99.9% | 1,221 | 0.0% | 0.04% | -8.2% |
| Q3 2022 | $253,000 | -4.5% | 1,221 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $265,000 | -19.9% | 1,221 | -3.3% | 0.05% | -26.9% |
| Q1 2022 | $331,000 | -5.4% | 1,263 | 0.0% | 0.07% | -6.9% |
| Q4 2021 | $350,000 | +8.7% | 1,263 | 0.0% | 0.07% | +1.4% |
| Q3 2021 | $322,000 | -3.9% | 1,263 | -3.4% | 0.07% | -11.2% |
| Q2 2021 | $335,000 | +8.1% | 1,308 | 0.0% | 0.08% | -29.8% |
| Q1 2021 | $310,000 | +6.2% | 1,308 | 0.0% | 0.11% | +3.6% |
| Q4 2020 | $292,000 | +6.6% | 1,308 | -6.7% | 0.11% | -2.7% |
| Q3 2020 | $274,000 | +8.7% | 1,402 | 0.0% | 0.11% | 0.0% |
| Q2 2020 | $252,000 | +21.2% | 1,402 | 0.0% | 0.11% | +7.6% |
| Q1 2020 | $208,000 | -23.5% | 1,402 | -2.9% | 0.10% | -15.3% |
| Q4 2019 | $272,000 | +8.4% | 1,444 | 0.0% | 0.12% | +6.9% |
| Q3 2019 | $251,000 | +0.8% | 1,444 | 0.0% | 0.12% | -2.5% |
| Q2 2019 | $249,000 | +0.8% | 1,444 | -2.4% | 0.12% | -4.8% |
| Q1 2019 | $247,000 | +13.8% | 1,480 | 0.0% | 0.12% | +8.7% |
| Q4 2018 | $217,000 | -14.9% | 1,480 | 0.0% | 0.12% | -19.0% |
| Q3 2018 | $255,000 | +3.2% | 1,480 | -2.6% | 0.14% | +2.2% |
| Q2 2018 | $247,000 | +3.8% | 1,520 | 0.0% | 0.14% | +9.4% |
| Q1 2018 | $238,000 | – | 1,520 | – | 0.13% | – |
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% |