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 | $1,446,590 | -4.3% | 5,903 | -0.6% | 0.30% | -1.3% |
| Q2 2023 | $1,511,357 | +8.1% | 5,939 | 0.0% | 0.31% | +3.3% |
| Q1 2023 | $1,398,100 | +6.7% | 5,939 | 0.0% | 0.30% | 0.0% |
| Q4 2022 | $1,310,619 | +6.6% | 5,939 | 0.0% | 0.30% | -11.3% |
| Q3 2022 | $1,230,000 | -4.7% | 5,939 | 0.0% | 0.34% | -2.9% |
| Q2 2022 | $1,291,000 | +103.9% | 5,939 | +146.1% | 0.35% | +20.5% |
| Q1 2022 | $633,000 | -62.7% | 2,413 | -60.5% | 0.29% | -39.7% |
| Q4 2021 | $1,696,000 | +8.9% | 6,113 | 0.0% | 0.48% | -8.8% |
| Q3 2021 | $1,558,000 | -0.4% | 6,113 | 0.0% | 0.52% | -7.7% |
| Q2 2021 | $1,564,000 | +7.5% | 6,113 | -0.4% | 0.57% | -9.6% |
| Q1 2021 | $1,455,000 | +6.1% | 6,135 | 0.0% | 0.63% | +1.6% |
| Q4 2020 | $1,371,000 | +13.8% | 6,135 | -0.4% | 0.62% | -0.8% |
| Q3 2020 | $1,205,000 | +8.7% | 6,159 | 0.0% | 0.62% | +2.0% |
| Q2 2020 | $1,109,000 | +20.7% | 6,159 | -0.6% | 0.61% | +2.0% |
| Q1 2020 | $919,000 | -21.3% | 6,196 | 0.0% | 0.60% | -0.7% |
| Q4 2019 | $1,168,000 | +7.8% | 6,196 | -0.6% | 0.60% | +2.9% |
| Q3 2019 | $1,083,000 | +0.8% | 6,231 | 0.0% | 0.59% | +0.2% |
| Q2 2019 | $1,074,000 | +3.1% | 6,231 | -0.4% | 0.58% | +1.0% |
| Q1 2019 | $1,042,000 | +13.4% | 6,253 | 0.0% | 0.58% | +0.7% |
| Q4 2018 | $919,000 | -14.7% | 6,253 | 0.0% | 0.58% | -4.0% |
| Q3 2018 | $1,077,000 | +6.1% | 6,253 | 0.0% | 0.60% | +1.5% |
| Q2 2018 | $1,015,000 | +3.8% | 6,253 | 0.0% | 0.59% | +1.5% |
| Q1 2018 | $978,000 | -1.1% | 6,253 | 0.0% | 0.58% | +1.4% |
| Q4 2017 | $989,000 | +4.4% | 6,253 | -1.4% | 0.57% | -0.7% |
| Q3 2017 | $947,000 | +3.6% | 6,345 | 0.0% | 0.58% | -7.2% |
| Q2 2017 | $914,000 | +2.9% | 6,345 | 0.0% | 0.62% | -0.6% |
| Q1 2017 | $888,000 | +5.2% | 6,345 | 0.0% | 0.63% | 0.0% |
| Q4 2016 | $844,000 | +2.1% | 6,345 | -1.6% | 0.63% | -0.3% |
| Q3 2016 | $827,000 | +3.4% | 6,448 | 0.0% | 0.63% | -3.8% |
| Q2 2016 | $800,000 | -48.7% | 6,448 | -50.0% | 0.65% | +1.2% |
| Q1 2016 | $1,558,000 | +78.7% | 12,896 | +78.0% | 0.64% | -13.9% |
| Q4 2015 | $872,000 | – | 7,246 | – | 0.75% | – |
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% |