ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $335,000 | +13.9% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $294,000 | +8.9% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $270,000 | +21.6% | 1,500 | 0.0% | 0.02% | +6.7% |
| Q1 2020 | $222,000 | -21.6% | 1,500 | 0.0% | 0.02% | -6.2% |
| Q4 2019 | $283,000 | +8.4% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $261,000 | +0.8% | 1,500 | 0.0% | 0.02% | -15.8% |
| Q2 2019 | $259,000 | -46.4% | 1,500 | -48.3% | 0.02% | -47.2% |
| Q1 2019 | $483,000 | +13.4% | 2,900 | 0.0% | 0.04% | +9.1% |
| Q4 2018 | $426,000 | -36.6% | 2,900 | -25.6% | 0.03% | -32.7% |
| Q3 2018 | $672,000 | +6.2% | 3,900 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $633,000 | +3.8% | 3,900 | 0.0% | 0.05% | +2.1% |
| Q1 2018 | $610,000 | -1.1% | 3,900 | 0.0% | 0.05% | -2.0% |
| Q4 2017 | $617,000 | +112.8% | 3,900 | +78.7% | 0.05% | +69.0% |
| Q4 2016 | $290,000 | +16.5% | 2,183 | +12.4% | 0.03% | +3.6% |
| Q3 2016 | $249,000 | +3.3% | 1,943 | 0.0% | 0.03% | -6.7% |
| Q2 2016 | $241,000 | +2.6% | 1,943 | 0.0% | 0.03% | +3.4% |
| Q1 2016 | $235,000 | -17.3% | 1,943 | -17.6% | 0.03% | -19.4% |
| Q4 2015 | $284,000 | – | 2,358 | – | 0.04% | – |
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% |