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 | $4,806,850 | -7.3% | 19,615 | -3.7% | 2.00% | -1.9% |
| Q2 2023 | $5,184,265 | +7.0% | 20,372 | -1.0% | 2.04% | +1.2% |
| Q1 2023 | $4,843,795 | +5.5% | 20,576 | -1.1% | 2.02% | +0.4% |
| Q4 2022 | $4,593,232 | +4.7% | 20,814 | -1.8% | 2.01% | +0.4% |
| Q3 2022 | $4,388,000 | -6.2% | 21,193 | -1.5% | 2.00% | +0.1% |
| Q2 2022 | $4,678,000 | -18.5% | 21,516 | -1.6% | 2.00% | -4.0% |
| Q1 2022 | $5,737,000 | -9.0% | 21,868 | -3.7% | 2.08% | -1.8% |
| Q4 2021 | $6,305,000 | +3.4% | 22,718 | -5.0% | 2.12% | -2.7% |
| Q3 2021 | $6,096,000 | -4.0% | 23,923 | -3.6% | 2.18% | +5.9% |
| Q2 2021 | $6,348,000 | +0.7% | 24,807 | -6.6% | 2.06% | -2.4% |
| Q1 2021 | $6,301,000 | -0.4% | 26,563 | -6.2% | 2.11% | -2.1% |
| Q4 2020 | $6,328,000 | +10.7% | 28,306 | -3.1% | 2.16% | +0.9% |
| Q3 2020 | $5,716,000 | +4.3% | 29,205 | -4.0% | 2.14% | -2.0% |
| Q2 2020 | $5,478,000 | +19.5% | 30,422 | -1.6% | 2.18% | +2.9% |
| Q1 2020 | $4,584,000 | -26.7% | 30,904 | -6.8% | 2.12% | -12.1% |
| Q4 2019 | $6,253,000 | +2.0% | 33,171 | -5.9% | 2.41% | -3.5% |
| Q3 2019 | $6,128,000 | -2.7% | 35,266 | -3.5% | 2.50% | -5.2% |
| Q2 2019 | $6,300,000 | +0.4% | 36,551 | -2.9% | 2.63% | -4.5% |
| Q1 2019 | $6,273,000 | +8.5% | 37,626 | -4.4% | 2.76% | -3.7% |
| Q4 2018 | $5,783,000 | -13.6% | 39,363 | +1.3% | 2.86% | -3.8% |
| Q3 2018 | $6,696,000 | +7.6% | 38,859 | +1.3% | 2.98% | +3.7% |
| Q2 2018 | $6,223,000 | +3.2% | 38,345 | -0.6% | 2.87% | +3.1% |
| Q1 2018 | $6,030,000 | – | 38,565 | – | 2.78% | – |
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% |