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 | $12,253 | -3.7% | 50 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $12,724 | +8.1% | 50 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $11,771 | +6.7% | 50 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $11,034 | -84.7% | 50 | -85.7% | 0.01% | -85.7% |
| Q3 2022 | $72,000 | -5.3% | 350 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $76,000 | -17.4% | 350 | 0.0% | 0.05% | -5.8% |
| Q1 2022 | $92,000 | -5.2% | 350 | 0.0% | 0.05% | -1.9% |
| Q4 2021 | $97,000 | +9.0% | 350 | 0.0% | 0.05% | 0.0% |
| Q3 2021 | $89,000 | -1.1% | 350 | 0.0% | 0.05% | -5.4% |
| Q2 2021 | $90,000 | +16.9% | 350 | +7.7% | 0.06% | +5.7% |
| Q1 2021 | $77,000 | +5.5% | 325 | 0.0% | 0.05% | -3.6% |
| Q4 2020 | $73,000 | +14.1% | 325 | 0.0% | 0.06% | +1.9% |
| Q3 2020 | $64,000 | -93.1% | 325 | -93.7% | 0.05% | -93.4% |
| Q2 2020 | $930,000 | +20.9% | 5,163 | -0.5% | 0.82% | -1.2% |
| Q1 2020 | $769,000 | -21.4% | 5,188 | 0.0% | 0.83% | 0.0% |
| Q4 2019 | $978,000 | +8.5% | 5,188 | +0.1% | 0.83% | -0.7% |
| Q3 2019 | $901,000 | +20.8% | 5,183 | +19.7% | 0.83% | +30.9% |
| Q2 2019 | $746,000 | +3.3% | 4,330 | 0.0% | 0.64% | +71.2% |
| Q1 2019 | $722,000 | +13.5% | 4,330 | 0.0% | 0.37% | -8.1% |
| Q4 2018 | $636,000 | -14.7% | 4,330 | 0.0% | 0.40% | -5.2% |
| Q3 2018 | $746,000 | +239.1% | 4,330 | +219.6% | 0.43% | +233.6% |
| Q2 2018 | $220,000 | +41.0% | 1,355 | +35.5% | 0.13% | +40.7% |
| Q1 2018 | $156,000 | – | 1,000 | – | 0.09% | – |
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% |