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 | $34,034,422 | +9.0% | 138,882 | +13.2% | 0.02% | +13.3% |
| Q2 2023 | $31,222,406 | +9.1% | 122,691 | +0.9% | 0.02% | +7.1% |
| Q1 2023 | $28,612,202 | +7.8% | 121,542 | +1.1% | 0.01% | 0.0% |
| Q4 2022 | $26,541,847 | +6.8% | 120,273 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $24,846,000 | -8.3% | 120,005 | -3.8% | 0.01% | +7.7% |
| Q2 2022 | $27,105,000 | -9.8% | 124,684 | +8.8% | 0.01% | +8.3% |
| Q1 2022 | $30,066,000 | -8.0% | 114,594 | -2.7% | 0.01% | 0.0% |
| Q4 2021 | $32,676,000 | +12.3% | 117,751 | +3.1% | 0.01% | +9.1% |
| Q3 2021 | $29,105,000 | -2.1% | 114,207 | -1.7% | 0.01% | 0.0% |
| Q2 2021 | $29,738,000 | -4.3% | 116,206 | -11.2% | 0.01% | -15.4% |
| Q1 2021 | $31,062,000 | +13.0% | 130,935 | +6.4% | 0.01% | +8.3% |
| Q4 2020 | $27,499,000 | +15.6% | 123,013 | +1.2% | 0.01% | 0.0% |
| Q3 2020 | $23,792,000 | +1634.1% | 121,566 | +1589.8% | 0.01% | +1100.0% |
| Q2 2020 | $1,372,000 | +28.9% | 7,194 | +0.3% | 0.00% | 0.0% |
| Q1 2020 | $1,064,000 | -23.6% | 7,174 | -2.8% | 0.00% | 0.0% |
| Q4 2019 | $1,392,000 | +8.5% | 7,384 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $1,283,000 | +0.8% | 7,384 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $1,273,000 | +3.4% | 7,384 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $1,231,000 | +16.8% | 7,384 | +2.9% | 0.00% | 0.0% |
| Q4 2018 | $1,054,000 | -14.7% | 7,174 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,236,000 | +6.2% | 7,174 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $1,164,000 | +3.7% | 7,174 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $1,122,000 | -1.1% | 7,174 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $1,135,000 | +6.0% | 7,174 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $1,071,000 | +3.7% | 7,174 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $1,033,000 | +2.9% | 7,174 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $1,004,000 | +5.2% | 7,174 | 0.0% | 0.00% | – |
| Q4 2016 | $954,000 | +3.7% | 7,174 | 0.0% | 0.00% | – |
| Q3 2016 | $920,000 | +3.4% | 7,174 | 0.0% | 0.00% | – |
| Q2 2016 | $890,000 | +2.7% | 7,174 | 0.0% | 0.00% | – |
| Q1 2016 | $867,000 | +0.5% | 7,174 | 0.0% | 0.00% | – |
| Q4 2015 | $863,000 | +5.6% | 7,174 | 0.0% | 0.00% | – |
| Q3 2015 | $817,000 | -8.1% | 7,174 | 0.0% | 0.00% | – |
| Q2 2015 | $889,000 | +0.1% | 7,174 | 0.0% | 0.00% | – |
| Q1 2015 | $888,000 | +1.3% | 7,174 | 0.0% | 0.00% | – |
| Q4 2014 | $877,000 | +4.7% | 7,174 | 0.0% | 0.00% | – |
| Q3 2014 | $838,000 | -0.8% | 7,174 | 0.0% | 0.00% | – |
| Q2 2014 | $845,000 | +6.4% | 7,174 | 0.0% | 0.00% | – |
| Q4 2013 | $794,000 | +9.4% | 7,174 | 0.0% | 0.00% | – |
| Q3 2013 | $726,000 | +4.9% | 7,174 | 0.0% | 0.00% | – |
| Q2 2013 | $692,000 | – | 7,174 | – | 0.00% | – |
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% |