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 | $478 | -18.0% | 1,954 | -14.8% | 0.06% | -14.5% |
| Q2 2023 | $583 | +8.0% | 2,294 | 0.0% | 0.08% | +2.7% |
| Q1 2023 | $540 | -1.6% | 2,294 | -7.8% | 0.07% | -8.6% |
| Q4 2022 | $549 | -99.9% | 2,488 | -2.1% | 0.08% | -5.8% |
| Q3 2022 | $526,000 | -4.9% | 2,542 | -0.1% | 0.09% | 0.0% |
| Q2 2022 | $553,000 | -17.5% | 2,545 | -0.4% | 0.09% | -9.5% |
| Q1 2022 | $670,000 | -5.5% | 2,555 | 0.0% | 0.10% | -4.0% |
| Q4 2021 | $709,000 | +8.9% | 2,555 | 0.0% | 0.10% | +2.1% |
| Q3 2021 | $651,000 | -0.5% | 2,555 | -0.0% | 0.10% | -1.0% |
| Q2 2021 | $654,000 | +7.9% | 2,556 | +0.0% | 0.10% | +1.0% |
| Q1 2021 | $606,000 | +4.3% | 2,555 | -1.7% | 0.10% | -4.9% |
| Q4 2020 | $581,000 | +10.9% | 2,600 | -2.9% | 0.10% | -7.3% |
| Q3 2020 | $524,000 | +8.7% | 2,678 | +0.1% | 0.11% | +3.8% |
| Q2 2020 | $482,000 | -39.3% | 2,676 | -50.0% | 0.11% | +6.0% |
| Q1 2020 | $794,000 | +57.5% | 5,348 | +100.1% | 0.10% | -7.4% |
| Q4 2019 | $504,000 | +8.6% | 2,672 | +0.1% | 0.11% | +0.9% |
| Q3 2019 | $464,000 | +11.5% | 2,669 | +0.4% | 0.11% | +8.1% |
| Q1 2018 | $416,000 | -3.9% | 2,658 | -2.9% | 0.10% | -18.9% |
| Q4 2017 | $433,000 | – | 2,736 | – | 0.12% | – |
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% |