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 | $50,237 | -3.7% | 205 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $52,168 | +8.1% | 205 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $48,259 | +6.7% | 205 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $45,239 | -24.6% | 205 | -6.0% | 0.01% | 0.0% |
| Q4 2021 | $60,000 | +5.3% | 218 | -2.2% | 0.01% | -16.7% |
| Q3 2021 | $57,000 | 0.0% | 223 | 0.0% | 0.01% | +20.0% |
| Q2 2021 | $57,000 | +7.5% | 223 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $53,000 | +3.9% | 223 | -1.3% | 0.01% | -16.7% |
| Q4 2020 | $51,000 | -12.1% | 226 | -23.6% | 0.01% | -14.3% |
| Q3 2020 | $58,000 | +9.4% | 296 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $53,000 | +23.3% | 296 | +3.1% | 0.01% | 0.0% |
| Q1 2020 | $43,000 | -20.4% | 287 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $54,000 | 0.0% | 287 | -7.1% | 0.01% | 0.0% |
| Q3 2019 | $54,000 | +1.9% | 309 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $53,000 | +1.9% | 309 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $52,000 | +15.6% | 309 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $45,000 | -16.7% | 309 | -1.3% | 0.01% | 0.0% |
| Q3 2018 | $54,000 | +8.0% | 313 | +1.6% | 0.01% | 0.0% |
| Q2 2018 | $50,000 | 0.0% | 308 | -3.4% | 0.01% | 0.0% |
| Q1 2018 | $50,000 | 0.0% | 319 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $50,000 | +35.1% | 319 | +28.1% | 0.01% | +16.7% |
| Q3 2017 | $37,000 | +8.8% | 249 | +4.2% | 0.01% | +20.0% |
| Q2 2017 | $34,000 | +3.0% | 239 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $33,000 | 0.0% | 239 | -4.0% | 0.01% | -16.7% |
| Q4 2016 | $33,000 | +3.1% | 249 | -0.4% | 0.01% | +20.0% |
| Q3 2016 | $32,000 | +3.2% | 250 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $31,000 | +3.3% | 250 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $30,000 | 0.0% | 250 | 0.0% | 0.01% | -16.7% |
| Q4 2015 | $30,000 | +3.4% | 250 | -2.0% | 0.01% | 0.0% |
| Q3 2015 | $29,000 | -9.4% | 255 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $32,000 | -13.5% | 255 | -15.6% | 0.01% | -14.3% |
| Q1 2015 | $37,000 | 0.0% | 302 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $37,000 | -14.0% | 302 | -17.3% | 0.01% | -22.2% |
| Q3 2014 | $43,000 | 0.0% | 365 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $43,000 | +10.3% | 365 | +5.8% | 0.01% | +12.5% |
| Q1 2014 | $39,000 | -2.5% | 345 | -4.2% | 0.01% | -11.1% |
| Q4 2013 | $40,000 | +8.1% | 360 | -1.4% | 0.01% | 0.0% |
| Q3 2013 | $37,000 | +5.7% | 365 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $35,000 | – | 365 | – | 0.01% | – |
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% |