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 | $42,886 | -3.7% | 175 | 0.0% | 0.05% | -18.0% |
| Q2 2023 | $44,534 | +8.1% | 175 | 0.0% | 0.06% | -1.6% |
| Q1 2023 | $41,197 | -25.3% | 175 | -30.0% | 0.06% | -31.9% |
| Q4 2022 | $55,170 | +6.1% | 250 | 0.0% | 0.09% | -11.7% |
| Q3 2022 | $52,000 | -3.7% | 250 | 0.0% | 0.10% | +2.0% |
| Q2 2022 | $54,000 | -18.2% | 250 | 0.0% | 0.10% | +1.0% |
| Q1 2022 | $66,000 | -4.3% | 250 | 0.0% | 0.10% | +4.2% |
| Q4 2021 | $69,000 | +7.8% | 250 | 0.0% | 0.10% | +1.1% |
| Q3 2021 | $64,000 | 0.0% | 250 | 0.0% | 0.10% | 0.0% |
| Q2 2021 | $64,000 | +8.5% | 250 | 0.0% | 0.10% | +6.7% |
| Q1 2021 | $59,000 | +5.4% | 250 | 0.0% | 0.09% | +1.1% |
| Q4 2020 | $56,000 | +14.3% | 250 | 0.0% | 0.09% | -47.9% |
| Q3 2020 | $49,000 | +8.9% | 250 | 0.0% | 0.17% | +2.4% |
| Q2 2020 | $45,000 | +21.6% | 250 | 0.0% | 0.16% | +12.2% |
| Q1 2020 | $37,000 | -21.3% | 250 | 0.0% | 0.15% | +2.1% |
| Q4 2019 | $47,000 | +9.3% | 250 | 0.0% | 0.14% | +2.1% |
| Q3 2019 | $43,000 | 0.0% | 250 | 0.0% | 0.14% | +16.5% |
| Q2 2019 | $43,000 | +2.4% | 250 | 0.0% | 0.12% | -14.8% |
| Q1 2019 | $42,000 | +5.0% | 250 | 0.0% | 0.14% | +7.6% |
| Q4 2018 | $40,000 | – | 250 | – | 0.13% | – |
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% |