ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $482,000 | +13.1% | 2,035 | +6.6% | 0.09% | +8.6% |
| Q4 2020 | $426,000 | +14.2% | 1,909 | +0.1% | 0.08% | 0.0% |
| Q3 2020 | $373,000 | +8.7% | 1,908 | 0.0% | 0.08% | +1.2% |
| Q2 2020 | $343,000 | +24.7% | 1,908 | +2.8% | 0.08% | +8.1% |
| Q1 2020 | $275,000 | -11.9% | 1,856 | +3.2% | 0.07% | -2.6% |
| Q3 2019 | $312,000 | +1.0% | 1,798 | 0.0% | 0.08% | 0.0% |
| Q2 2019 | $309,000 | +3.3% | 1,798 | +0.1% | 0.08% | -2.6% |
| Q1 2019 | $299,000 | +13.7% | 1,796 | +0.1% | 0.08% | +1.3% |
| Q4 2018 | $263,000 | -14.6% | 1,794 | +0.2% | 0.08% | -15.4% |
| Q3 2018 | $308,000 | +6.2% | 1,790 | +0.1% | 0.09% | +1.1% |
| Q2 2018 | $290,000 | +3.9% | 1,788 | 0.0% | 0.09% | +1.1% |
| Q1 2018 | $279,000 | -68.5% | 1,788 | -69.9% | 0.09% | -43.3% |
| Q4 2017 | $886,000 | +99.5% | 5,950 | +100.0% | 0.16% | +2.6% |
| Q3 2017 | $444,000 | +3.7% | 2,975 | +0.0% | 0.15% | -5.6% |
| Q2 2017 | $428,000 | +2.9% | 2,974 | 0.0% | 0.16% | +1.2% |
| Q1 2017 | $416,000 | +5.3% | 2,974 | +0.0% | 0.16% | +0.6% |
| Q4 2016 | $395,000 | +7.9% | 2,973 | +4.1% | 0.16% | -6.5% |
| Q3 2016 | $366,000 | +6.1% | 2,857 | +0.1% | 0.17% | -8.1% |
| Q1 2016 | $345,000 | +0.6% | 2,855 | +0.1% | 0.18% | -4.6% |
| Q4 2015 | $343,000 | +5.9% | 2,853 | +0.0% | 0.19% | +1.0% |
| Q3 2015 | $324,000 | -8.5% | 2,852 | 0.0% | 0.19% | -16.2% |
| Q2 2015 | $354,000 | +0.3% | 2,852 | +0.1% | 0.23% | +0.4% |
| Q1 2015 | $353,000 | +1.4% | 2,850 | +0.0% | 0.23% | -0.4% |
| Q4 2014 | $348,000 | +4.8% | 2,849 | 0.0% | 0.23% | -12.6% |
| Q3 2014 | $332,000 | – | 2,849 | – | 0.26% | – |
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% |