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 | $343,084 | -3.7% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $356,272 | +8.1% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $329,574 | +6.7% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $308,952 | +6.5% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $290,000 | -4.6% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $304,000 | -17.2% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $367,000 | -5.7% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $389,000 | +9.0% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $357,000 | -50.1% | 1,400 | -20.4% | 0.00% | 0.0% |
| Q2 2021 | $716,000 | +115.7% | 1,758 | +25.6% | 0.00% | 0.0% |
| Q1 2021 | $332,000 | +6.1% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $313,000 | +14.2% | 1,400 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $274,000 | +5.0% | 1,400 | -3.4% | 0.00% | 0.0% |
| Q2 2020 | $261,000 | +6.5% | 1,450 | -12.1% | 0.00% | -20.0% |
| Q1 2020 | $245,000 | -25.8% | 1,650 | -5.7% | 0.01% | 0.0% |
| Q4 2019 | $330,000 | +8.6% | 1,750 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $304,000 | +0.7% | 1,750 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $302,000 | +3.4% | 1,750 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $292,000 | +2.1% | 1,750 | -10.3% | 0.01% | -16.7% |
| Q4 2018 | $286,000 | -14.9% | 1,950 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $336,000 | +0.9% | 1,950 | -4.9% | 0.01% | -14.3% |
| Q2 2018 | $333,000 | +4.1% | 2,050 | 0.0% | 0.01% | +16.7% |
| Q1 2018 | $320,000 | +55.3% | 2,050 | +57.7% | 0.01% | +50.0% |
| Q4 2017 | $206,000 | – | 1,300 | – | 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% |