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 | $13,384,099 | -3.8% | 54,616 | -0.1% | 2.52% | -9.6% |
| Q2 2023 | $13,917,918 | +7.9% | 54,692 | -0.2% | 2.79% | -2.6% |
| Q1 2023 | $12,895,195 | +4.2% | 54,778 | -2.3% | 2.87% | +1.1% |
| Q4 2022 | $12,376,749 | +6.3% | 56,085 | -0.3% | 2.84% | -9.5% |
| Q3 2022 | $11,646,000 | -5.8% | 56,249 | -1.1% | 3.13% | -9.0% |
| Q2 2022 | $12,363,000 | -17.9% | 56,871 | -0.9% | 3.44% | -4.5% |
| Q1 2022 | $15,051,000 | -6.9% | 57,365 | -1.5% | 3.61% | -7.2% |
| Q4 2021 | $16,164,000 | +5.7% | 58,248 | -3.0% | 3.89% | -8.1% |
| Q3 2021 | $15,299,000 | -0.8% | 60,031 | -0.4% | 4.23% | -27.2% |
| Q2 2021 | $15,426,000 | +2.3% | 60,279 | -5.1% | 5.81% | +17.2% |
| Q1 2021 | $15,072,000 | +4.6% | 63,534 | -1.5% | 4.96% | -3.8% |
| Q4 2020 | $14,413,000 | +9.5% | 64,471 | -4.2% | 5.16% | -9.4% |
| Q3 2020 | $13,164,000 | -1.1% | 67,264 | -9.0% | 5.69% | -10.6% |
| Q2 2020 | $13,305,000 | +19.7% | 73,893 | -1.4% | 6.36% | +3.3% |
| Q1 2020 | $11,112,000 | -21.4% | 74,913 | -0.2% | 6.16% | -8.0% |
| Q4 2019 | $14,145,000 | +7.4% | 75,041 | -1.0% | 6.70% | +0.5% |
| Q3 2019 | $13,173,000 | +0.5% | 75,809 | -0.3% | 6.66% | -7.5% |
| Q2 2019 | $13,108,000 | -0.8% | 76,049 | -4.1% | 7.20% | -1.9% |
| Q1 2019 | $13,215,000 | +13.7% | 79,274 | +0.2% | 7.35% | +1.9% |
| Q4 2018 | $11,625,000 | -16.6% | 79,123 | -2.1% | 7.21% | -6.4% |
| Q3 2018 | $13,931,000 | +2.3% | 80,853 | -3.6% | 7.70% | -0.8% |
| Q2 2018 | $13,613,000 | +3.3% | 83,879 | -0.5% | 7.76% | +2.4% |
| Q1 2018 | $13,181,000 | -4.1% | 84,312 | -2.9% | 7.58% | +1.0% |
| Q4 2017 | $13,739,000 | +5.3% | 86,864 | -0.6% | 7.50% | +1.4% |
| Q3 2017 | $13,049,000 | +2.9% | 87,410 | -0.8% | 7.40% | -1.7% |
| Q2 2017 | $12,686,000 | +0.6% | 88,085 | -2.3% | 7.53% | -1.2% |
| Q1 2017 | $12,611,000 | +4.5% | 90,146 | -0.7% | 7.62% | +2.3% |
| Q4 2016 | $12,072,000 | +3.1% | 90,777 | -0.6% | 7.45% | +1.7% |
| Q3 2016 | $11,712,000 | +2.2% | 91,363 | -1.2% | 7.32% | +2.4% |
| Q2 2016 | $11,465,000 | +2.0% | 92,444 | -0.6% | 7.15% | +1.0% |
| Q1 2016 | $11,245,000 | +232.1% | 93,042 | +230.6% | 7.08% | +227.3% |
| Q4 2015 | $3,386,000 | +18.8% | 28,142 | +12.4% | 2.16% | +14.3% |
| Q3 2015 | $2,851,000 | -8.6% | 25,036 | -0.2% | 1.89% | -3.8% |
| Q2 2015 | $3,118,000 | -1.0% | 25,087 | -1.4% | 1.96% | -1.5% |
| Q1 2015 | $3,151,000 | -1.0% | 25,440 | -2.2% | 1.99% | +5.6% |
| Q4 2014 | $3,182,000 | – | 26,020 | – | 1.89% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 288,392 | $70,673,119 | 18.73% |
| Family Firm, Inc. | 218,999 | $53,667,957 | 15.07% |
| SCS Capital Management LLC | 2,162,657 | $532,161,978 | 14.18% |
| Strategic Equity Management | 150,551 | $36,894,074 | 13.90% |
| FFT WEALTH MANAGEMENT LLC | 427,174 | $104,683,193 | 13.48% |
| Wind River Trust Co | 124,692 | $30,557,022 | 13.17% |
| LGL PARTNERS, LLC | 302,003 | $74,008,878 | 12.98% |
| PITCAIRN CO | 541,161 | $132,616,915 | 11.31% |
| HANTZ FINANCIAL SERVICES, INC. | 113,820 | $27,893 | 9.29% |
| SENTINEL TRUST CO LBA | 263,702 | $64,623 | 9.16% |