ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 514 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.66 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,730,509 | -3.7% | 23,384 | 0.0% | 1.08% | -1.6% |
| Q2 2023 | $5,950,787 | +8.2% | 23,384 | +0.1% | 1.10% | -0.8% |
| Q1 2023 | $5,499,717 | +7.1% | 23,362 | +0.4% | 1.10% | +1.2% |
| Q4 2022 | $5,135,670 | +92.1% | 23,272 | +94.6% | 1.09% | +43.5% |
| Q3 2022 | $2,674,000 | -47.7% | 11,961 | -49.2% | 0.76% | -31.2% |
| Q2 2022 | $5,117,000 | -17.4% | 23,538 | -0.3% | 1.11% | -16.6% |
| Q1 2022 | $6,194,000 | +6.4% | 23,609 | +12.6% | 1.33% | +8.0% |
| Q4 2021 | $5,820,000 | +37.1% | 20,973 | +25.9% | 1.23% | +9.6% |
| Q3 2021 | $4,245,000 | -55.8% | 16,660 | -55.6% | 1.12% | -52.9% |
| Q2 2021 | $9,597,000 | +7.6% | 37,502 | -0.3% | 2.38% | +8.0% |
| Q1 2021 | $8,921,000 | +34.1% | 37,603 | +26.4% | 2.20% | +14.6% |
| Q4 2020 | $6,652,000 | +14.0% | 29,757 | -0.2% | 1.92% | +2.8% |
| Q3 2020 | $5,833,000 | +8.8% | 29,808 | +0.2% | 1.87% | +16.4% |
| Q2 2020 | $5,359,000 | +23.6% | 29,761 | +1.8% | 1.60% | -2.1% |
| Q1 2020 | $4,336,000 | -24.7% | 29,233 | -4.3% | 1.64% | -0.1% |
| Q4 2019 | $5,760,000 | +9.1% | 30,561 | +0.6% | 1.64% | +0.2% |
| Q3 2019 | $5,279,000 | +0.8% | 30,381 | 0.0% | 1.64% | -1.1% |
| Q2 2019 | $5,237,000 | +6.8% | 30,381 | +3.3% | 1.66% | +4.8% |
| Q1 2019 | $4,903,000 | +13.6% | 29,417 | +0.1% | 1.58% | +1.0% |
| Q4 2018 | $4,317,000 | -15.0% | 29,389 | -0.3% | 1.56% | -10.0% |
| Q3 2018 | $5,080,000 | +6.4% | 29,481 | +0.2% | 1.74% | +8.8% |
| Q2 2018 | $4,776,000 | +3.8% | 29,426 | 0.0% | 1.60% | +1.1% |
| Q1 2018 | $4,601,000 | -0.9% | 29,426 | +0.2% | 1.58% | -13.7% |
| Q4 2017 | $4,645,000 | +6.8% | 29,367 | +0.8% | 1.83% | -5.1% |
| Q3 2017 | $4,349,000 | +3.9% | 29,132 | +0.2% | 1.93% | 0.0% |
| Q2 2017 | $4,187,000 | +3.0% | 29,069 | 0.0% | 1.93% | +10.9% |
| Q1 2017 | $4,066,000 | +5.1% | 29,069 | -0.1% | 1.74% | -5.2% |
| Q4 2016 | $3,867,000 | +3.3% | 29,084 | -0.4% | 1.83% | +2.1% |
| Q3 2016 | $3,742,000 | +3.6% | 29,189 | +0.2% | 1.80% | -6.4% |
| Q2 2016 | $3,611,000 | +2.6% | 29,118 | 0.0% | 1.92% | 0.0% |
| Q1 2016 | $3,519,000 | -0.5% | 29,118 | -0.9% | 1.92% | -14.1% |
| Q4 2015 | $3,535,000 | – | 29,381 | – | 2.23% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 207,633 | $49,259,000 | 18.69% |
| AlphaCore Capital LLC | 111,735 | $26,507,000 | 17.72% |
| Family Firm, Inc. | 233,668 | $55,433,000 | 16.00% |
| Financial Services Advisory Inc | 133,361 | $31,637,000 | 14.37% |
| SCS Capital Management LLC | 2,939,096 | $697,242,000 | 13.21% |
| Geller Advisors LLC | 224,423 | $53,240,000 | 12.55% |
| Evensky & Katz LLC | 478,115 | $113,423,000 | 12.54% |
| PITCAIRN CO | 722,782 | $171,465,000 | 12.17% |
| Wind River Trust Co | 141,575 | $33,586,000 | 12.08% |
| HANTZ FINANCIAL SERVICES, INC. | 128,701 | $30,532,000 | 10.12% |