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 | $827,323 | -3.7% | 3,376 | 0.0% | 0.24% | -0.4% |
Q2 2023 | $859,124 | +10.2% | 3,376 | +1.9% | 0.24% | +2.1% |
Q1 2023 | $779,913 | +9.3% | 3,313 | +2.4% | 0.24% | -0.8% |
Q4 2022 | $713,679 | +6.7% | 3,234 | +0.2% | 0.24% | 0.0% |
Q3 2022 | $669,000 | -13.0% | 3,229 | -8.7% | 0.24% | -8.7% |
Q2 2022 | $769,000 | -16.9% | 3,537 | +0.3% | 0.26% | +2.3% |
Q1 2022 | $925,000 | -5.8% | 3,525 | -0.4% | 0.26% | +2.8% |
Q4 2021 | $982,000 | +7.8% | 3,540 | -1.0% | 0.25% | +2.0% |
Q3 2021 | $911,000 | -4.7% | 3,574 | -4.3% | 0.24% | -4.3% |
Q2 2021 | $956,000 | -3.2% | 3,734 | -5.4% | 0.26% | -6.9% |
Q1 2021 | $988,000 | +2.0% | 3,947 | -9.0% | 0.28% | -8.6% |
Q4 2020 | $969,000 | -18.0% | 4,335 | -28.2% | 0.30% | -29.2% |
Q3 2020 | $1,181,000 | -6.0% | 6,035 | -13.6% | 0.42% | -8.4% |
Q2 2020 | $1,257,000 | -22.9% | 6,983 | -36.4% | 0.46% | -44.3% |
Q1 2020 | $1,630,000 | -23.2% | 10,986 | -2.4% | 0.83% | +26.6% |
Q4 2019 | $2,122,000 | – | 11,260 | – | 0.66% | – |
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% |