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 | $2,711,935 | -2.1% | 10,883 | 0.0% | 1.06% | -1.1% |
| Q2 2023 | $2,769,506 | +7.6% | 10,883 | -0.5% | 1.07% | +1.8% |
| Q1 2023 | $2,573,738 | +6.7% | 10,933 | 0.0% | 1.06% | +1.4% |
| Q4 2022 | $2,412,694 | -0.5% | 10,933 | +0.9% | 1.04% | -3.2% |
| Q3 2022 | $2,426,000 | +3.0% | 10,833 | 0.0% | 1.07% | +0.5% |
| Q2 2022 | $2,355,000 | -21.7% | 10,833 | 0.0% | 1.07% | -6.6% |
| Q4 2021 | $3,006,000 | +8.9% | 10,833 | 0.0% | 1.14% | -2.0% |
| Q3 2021 | $2,761,000 | -0.4% | 10,833 | 0.0% | 1.17% | -1.5% |
| Q2 2021 | $2,772,000 | +3.9% | 10,833 | 0.0% | 1.19% | -1.0% |
| Q1 2021 | $2,668,000 | +7.5% | 10,833 | 0.0% | 1.20% | -3.3% |
| Q4 2020 | $2,481,000 | +17.0% | 10,833 | 0.0% | 1.24% | +3.0% |
| Q3 2020 | $2,120,000 | +8.7% | 10,833 | 0.0% | 1.20% | +1.0% |
| Q2 2020 | $1,951,000 | +24.9% | 10,833 | 0.0% | 1.19% | 0.0% |
| Q1 2020 | $1,562,000 | -23.9% | 10,833 | 0.0% | 1.19% | -4.9% |
| Q4 2019 | $2,053,000 | +9.3% | 10,833 | 0.0% | 1.25% | +0.2% |
| Q3 2019 | $1,879,000 | -1.2% | 10,833 | 0.0% | 1.25% | -5.9% |
| Q2 2019 | $1,901,000 | +5.3% | 10,833 | 0.0% | 1.33% | -1.6% |
| Q1 2019 | $1,806,000 | +13.4% | 10,833 | 0.0% | 1.35% | -20.0% |
| Q4 2018 | $1,592,000 | -14.7% | 10,833 | 0.0% | 1.69% | +0.7% |
| Q3 2018 | $1,867,000 | +3.2% | 10,833 | 0.0% | 1.68% | +0.2% |
| Q2 2018 | $1,809,000 | +6.2% | 10,833 | 0.0% | 1.67% | +1.3% |
| Q1 2018 | $1,703,000 | -5.2% | 10,833 | 0.0% | 1.65% | -0.3% |
| Q4 2017 | $1,797,000 | – | 10,833 | – | 1.66% | – |
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% |