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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $40,000 | -58.8% | 185 | -51.6% | 0.00% | – |
| Q3 2021 | $97,000 | +234.5% | 382 | +158.1% | 0.00% | – |
| Q3 2020 | $29,000 | -93.7% | 148 | -94.2% | 0.00% | – |
| Q2 2020 | $463,000 | -23.8% | 2,571 | -37.3% | 0.00% | – |
| Q1 2020 | $608,000 | -7.3% | 4,100 | +17.9% | 0.00% | – |
| Q4 2019 | $656,000 | +1774.3% | 3,478 | +1639.0% | 0.00% | – |
| Q3 2019 | $35,000 | +66.7% | 200 | +58.7% | 0.00% | – |
| Q1 2019 | $21,000 | -91.9% | 126 | -92.8% | 0.00% | – |
| Q4 2018 | $258,000 | -55.5% | 1,750 | -48.0% | 0.00% | – |
| Q3 2018 | $580,000 | -0.7% | 3,367 | -6.6% | 0.00% | – |
| Q2 2018 | $584,000 | +563.6% | 3,603 | +542.2% | 0.00% | – |
| Q1 2018 | $88,000 | -69.8% | 561 | -69.6% | 0.00% | – |
| Q4 2017 | $291,000 | -38.0% | 1,843 | -41.4% | 0.00% | – |
| Q3 2017 | $469,000 | +304.3% | 3,143 | +290.4% | 0.00% | – |
| Q2 2017 | $116,000 | +314.3% | 805 | +302.5% | 0.00% | – |
| Q1 2017 | $28,000 | -47.2% | 200 | -50.0% | 0.00% | – |
| Q4 2016 | $53,000 | -76.2% | 400 | -77.8% | 0.00% | – |
| Q2 2016 | $223,000 | +271.7% | 1,800 | +260.0% | 0.00% | – |
| Q4 2015 | $60,000 | -96.8% | 500 | -97.0% | 0.00% | -100.0% |
| Q3 2015 | $1,856,000 | +14.9% | 16,413 | +25.0% | 0.00% | 0.0% |
| Q2 2015 | $1,616,000 | -3.1% | 13,134 | -3.1% | 0.00% | 0.0% |
| Q1 2015 | $1,667,000 | -15.3% | 13,554 | -16.0% | 0.00% | 0.0% |
| Q4 2014 | $1,968,000 | -72.1% | 16,134 | -73.4% | 0.00% | -71.4% |
| Q3 2014 | $7,049,000 | +278.8% | 60,745 | +282.2% | 0.01% | +600.0% |
| Q2 2014 | $1,861,000 | +30.8% | 15,894 | +25.1% | 0.00% | 0.0% |
| Q1 2014 | $1,423,000 | -22.6% | 12,705 | -23.9% | 0.00% | 0.0% |
| Q4 2013 | $1,839,000 | +12.8% | 16,705 | +3.5% | 0.00% | -50.0% |
| Q3 2013 | $1,630,000 | +10.1% | 16,136 | +5.2% | 0.00% | 0.0% |
| Q2 2013 | $1,480,000 | – | 15,345 | – | 0.00% | – |
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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% |