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 | $47,136 | -3.3% | 192,346 | +0.4% | 0.18% | -7.3% |
| Q2 2023 | $48,750 | +15.3% | 191,566 | +6.6% | 0.19% | +0.5% |
| Q1 2023 | $42,287 | -1.9% | 179,631 | -8.0% | 0.19% | -11.1% |
| Q4 2022 | $43,099 | -99.9% | 195,301 | -7.2% | 0.22% | -16.6% |
| Q3 2022 | $43,587,000 | -0.1% | 210,526 | +4.9% | 0.26% | -3.0% |
| Q2 2022 | $43,639,000 | +65.2% | 200,740 | +99.4% | 0.27% | +71.2% |
| Q1 2022 | $26,412,000 | -7.4% | 100,667 | -2.0% | 0.16% | -11.4% |
| Q4 2021 | $28,517,000 | +15.7% | 102,764 | +6.3% | 0.18% | +2.3% |
| Q3 2021 | $24,645,000 | +209.6% | 96,704 | +210.9% | 0.17% | +182.0% |
| Q2 2021 | $7,961,000 | +8.0% | 31,109 | +0.1% | 0.06% | -9.0% |
| Q1 2021 | $7,374,000 | +385.8% | 31,082 | +357.8% | 0.07% | +252.6% |
| Q4 2020 | $1,518,000 | +122.9% | 6,789 | +95.0% | 0.02% | +90.0% |
| Q3 2020 | $681,000 | -95.0% | 3,481 | -96.2% | 0.01% | -96.7% |
| Q1 2020 | $13,684,000 | -35.1% | 92,257 | -17.6% | 0.30% | -28.5% |
| Q4 2019 | $21,100,000 | -8.5% | 111,941 | -15.6% | 0.42% | -22.3% |
| Q3 2019 | $23,058,000 | -7.1% | 132,698 | -7.8% | 0.54% | -17.6% |
| Q2 2019 | $24,819,000 | +718.8% | 143,995 | +598.0% | 0.66% | +912.3% |
| Q1 2019 | $3,031,000 | – | 20,630 | – | 0.06% | – |
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% |