ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,018,184 | -5.5% | 24,558 | -1.9% | 0.11% | -1.8% |
| Q2 2023 | $6,368,617 | +20.5% | 25,026 | +11.5% | 0.11% | +14.3% |
| Q1 2023 | $5,283,307 | -19.4% | 22,443 | -24.4% | 0.10% | -22.8% |
| Q4 2022 | $6,552,431 | +6.6% | 29,692 | 0.0% | 0.13% | -4.5% |
| Q3 2022 | $6,147,000 | -4.8% | 29,692 | 0.0% | 0.13% | -2.2% |
| Q2 2022 | $6,454,000 | -17.2% | 29,692 | 0.0% | 0.14% | -2.9% |
| Q1 2022 | $7,791,000 | -5.4% | 29,692 | 0.0% | 0.14% | +3.7% |
| Q4 2021 | $8,239,000 | +8.1% | 29,692 | -0.7% | 0.14% | -0.7% |
| Q3 2021 | $7,624,000 | -1.5% | 29,913 | -1.1% | 0.14% | -9.3% |
| Q2 2021 | $7,737,000 | -0.7% | 30,235 | -8.0% | 0.15% | -5.1% |
| Q1 2021 | $7,794,000 | +5.4% | 32,857 | -0.7% | 0.16% | +2.6% |
| Q4 2020 | $7,394,000 | +5.5% | 33,076 | -7.7% | 0.15% | -6.7% |
| Q3 2020 | $7,010,000 | +8.7% | 35,818 | 0.0% | 0.16% | +3.1% |
| Q2 2020 | $6,449,000 | +21.4% | 35,818 | 0.0% | 0.16% | +3.9% |
| Q1 2020 | $5,313,000 | -41.9% | 35,818 | -26.2% | 0.15% | -27.7% |
| Q4 2019 | $9,150,000 | +8.5% | 48,545 | 0.0% | 0.21% | +0.5% |
| Q3 2019 | $8,436,000 | +98.9% | 48,545 | +97.3% | 0.21% | +91.0% |
| Q2 2019 | $4,241,000 | +107.0% | 24,607 | +100.2% | 0.11% | +101.8% |
| Q1 2019 | $2,049,000 | +13.5% | 12,292 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $1,806,000 | -15.3% | 12,292 | -0.6% | 0.06% | -8.3% |
| Q3 2018 | $2,131,000 | +5.7% | 12,369 | -0.5% | 0.06% | -1.6% |
| Q2 2018 | $2,017,000 | -32.9% | 12,429 | -35.4% | 0.06% | -34.4% |
| Q1 2018 | $3,008,000 | -25.3% | 19,243 | -24.5% | 0.09% | -22.5% |
| Q4 2017 | $4,029,000 | +4.7% | 25,472 | -1.2% | 0.12% | +1.7% |
| Q3 2017 | $3,847,000 | +2.9% | 25,769 | -0.8% | 0.12% | +2.6% |
| Q2 2017 | $3,739,000 | +2.4% | 25,964 | -0.5% | 0.12% | +2.7% |
| Q1 2017 | $3,650,000 | +5.1% | 26,092 | -0.1% | 0.11% | -0.9% |
| Q4 2016 | $3,473,000 | -10.7% | 26,113 | -14.0% | 0.11% | -15.0% |
| Q3 2016 | $3,891,000 | +2.9% | 30,355 | -0.4% | 0.13% | 0.0% |
| Q2 2016 | $3,780,000 | -4.2% | 30,478 | -6.7% | 0.13% | -5.0% |
| Q1 2016 | $3,947,000 | +2.6% | 32,661 | +2.2% | 0.14% | -14.1% |
| Q4 2015 | $3,846,000 | +8.6% | 31,966 | +2.8% | 0.16% | +1.9% |
| Q3 2015 | $3,541,000 | -2.7% | 31,094 | +5.9% | 0.16% | +6.0% |
| Q2 2015 | $3,639,000 | -3.4% | 29,353 | -3.5% | 0.15% | -3.2% |
| Q1 2015 | $3,769,000 | +35.1% | 30,433 | +33.5% | 0.16% | +33.3% |
| Q4 2014 | $2,789,000 | +14.7% | 22,804 | +9.5% | 0.12% | +9.3% |
| Q3 2014 | $2,432,000 | -0.9% | 20,824 | -0.1% | 0.11% | +1.9% |
| Q2 2014 | $2,455,000 | +20.9% | 20,847 | +15.3% | 0.10% | +16.7% |
| Q1 2014 | $2,030,000 | +4.0% | 18,073 | +2.5% | 0.09% | +4.7% |
| Q4 2013 | $1,951,000 | +187.3% | 17,634 | +162.8% | 0.09% | +177.4% |
| Q3 2013 | $679,000 | -31.0% | 6,711 | -34.3% | 0.03% | -32.6% |
| Q2 2013 | $984,000 | – | 10,208 | – | 0.05% | – |
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% |