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 | $3,701,876 | -18.0% | 15,106 | -14.8% | 0.24% | -7.3% |
| Q2 2023 | $4,514,475 | +8.1% | 17,740 | 0.0% | 0.26% | +0.8% |
| Q1 2023 | $4,176,173 | +36.3% | 17,740 | +27.8% | 0.26% | +20.1% |
| Q4 2022 | $3,063,480 | +5.0% | 13,882 | -1.5% | 0.21% | -10.8% |
| Q3 2022 | $2,918,000 | -6.6% | 14,092 | -1.9% | 0.24% | -11.1% |
| Q2 2022 | $3,123,000 | -17.2% | 14,366 | -0.1% | 0.27% | +4.2% |
| Q1 2022 | $3,774,000 | -5.4% | 14,383 | 0.0% | 0.26% | -8.5% |
| Q4 2021 | $3,991,000 | +8.8% | 14,383 | -0.1% | 0.28% | -3.1% |
| Q3 2021 | $3,668,000 | -3.2% | 14,394 | -2.8% | 0.29% | -3.6% |
| Q2 2021 | $3,790,000 | -1.4% | 14,811 | -8.6% | 0.30% | -5.9% |
| Q1 2021 | $3,843,000 | +6.1% | 16,198 | +0.0% | 0.32% | +5.6% |
| Q4 2020 | $3,621,000 | +14.2% | 16,197 | +0.0% | 0.30% | -3.8% |
| Q3 2020 | $3,170,000 | +4.0% | 16,195 | -4.3% | 0.32% | -0.6% |
| Q2 2020 | $3,048,000 | +16.5% | 16,929 | -4.1% | 0.32% | +2.2% |
| Q1 2020 | $2,617,000 | -20.9% | 17,644 | +0.6% | 0.31% | -3.1% |
| Q4 2019 | $3,307,000 | +9.8% | 17,547 | +1.3% | 0.32% | +5.6% |
| Q3 2019 | $3,011,000 | -1.9% | 17,325 | -2.7% | 0.30% | +3.4% |
| Q2 2019 | $3,068,000 | +3.3% | 17,799 | -0.1% | 0.30% | +1.0% |
| Q1 2019 | $2,969,000 | +12.9% | 17,811 | -0.5% | 0.29% | +2.5% |
| Q4 2018 | $2,630,000 | – | 17,904 | – | 0.28% | – |
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% |