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 | $3,840,098 | -5.4% | 15,671 | -1.7% | 0.34% | -0.3% |
| Q2 2023 | $4,057,173 | -0.2% | 15,944 | -7.6% | 0.34% | -1.7% |
| Q1 2023 | $4,063,884 | -11.7% | 17,264 | -17.2% | 0.35% | -12.4% |
| Q4 2022 | $4,602,502 | +20.4% | 20,857 | +12.9% | 0.40% | +10.9% |
| Q3 2022 | $3,824,000 | -5.2% | 18,473 | -0.4% | 0.36% | +1.1% |
| Q2 2022 | $4,033,000 | -19.2% | 18,551 | -2.5% | 0.35% | -5.6% |
| Q1 2022 | $4,989,000 | -23.4% | 19,017 | -19.0% | 0.37% | -18.0% |
| Q4 2021 | $6,512,000 | +2.6% | 23,468 | -5.8% | 0.46% | -1.1% |
| Q3 2021 | $6,346,000 | -14.0% | 24,903 | -13.6% | 0.46% | -13.5% |
| Q2 2021 | $7,375,000 | -5.8% | 28,819 | -12.7% | 0.53% | -9.8% |
| Q1 2021 | $7,829,000 | -1.7% | 33,002 | -7.4% | 0.59% | -6.5% |
| Q4 2020 | $7,963,000 | +9.1% | 35,623 | -4.5% | 0.63% | +5.5% |
| Q3 2020 | $7,299,000 | -16.3% | 37,297 | -23.0% | 0.60% | -16.8% |
| Q2 2020 | $8,718,000 | +6.7% | 48,415 | -12.1% | 0.72% | +1.3% |
| Q1 2020 | $8,171,000 | +30.5% | 55,092 | +65.9% | 0.71% | +26.5% |
| Q4 2019 | $6,261,000 | +139.7% | 33,215 | +121.0% | 0.56% | +118.7% |
| Q3 2019 | $2,612,000 | +9.8% | 15,029 | +8.9% | 0.26% | +11.7% |
| Q2 2019 | $2,378,000 | +2.8% | 13,799 | -0.6% | 0.23% | +2.2% |
| Q1 2019 | $2,314,000 | +14.4% | 13,884 | +0.9% | 0.22% | -0.4% |
| Q4 2018 | $2,022,000 | – | 13,757 | – | 0.23% | – |
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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% |