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 | $47,006,034 | -3.5% | 191,814 | +0.2% | 0.18% | +1.1% |
| Q2 2023 | $48,692,208 | +4.4% | 191,340 | -3.5% | 0.18% | -4.3% |
| Q1 2023 | $46,659,572 | +8.8% | 198,206 | +2.0% | 0.19% | 0.0% |
| Q4 2022 | $42,888,518 | +7.6% | 194,347 | +1.0% | 0.19% | +1.6% |
| Q3 2022 | $39,850,000 | -14.6% | 192,477 | -10.3% | 0.18% | -11.6% |
| Q2 2022 | $46,666,000 | -8.2% | 214,667 | +10.8% | 0.21% | +16.3% |
| Q1 2022 | $50,837,000 | -3.9% | 193,760 | +1.7% | 0.18% | +7.2% |
| Q4 2021 | $52,894,000 | +3.9% | 190,610 | -4.6% | 0.17% | -4.0% |
| Q3 2021 | $50,907,000 | -0.6% | 199,751 | -0.1% | 0.17% | -2.3% |
| Q2 2021 | $51,189,000 | +7.6% | 200,029 | -0.2% | 0.18% | -1.1% |
| Q1 2021 | $47,569,000 | +4.8% | 200,517 | -1.2% | 0.18% | +7.8% |
| Q4 2020 | $45,374,000 | +14.0% | 202,970 | -0.2% | 0.17% | -1.8% |
| Q3 2020 | $39,790,000 | +5.7% | 203,309 | -2.8% | 0.17% | -6.1% |
| Q2 2020 | $37,662,000 | +13.5% | 209,161 | -6.5% | 0.18% | -13.0% |
| Q1 2020 | $33,180,000 | -4.6% | 223,689 | +21.2% | 0.21% | +15.6% |
| Q4 2019 | $34,776,000 | +10.8% | 184,498 | +2.1% | 0.18% | -1.1% |
| Q3 2019 | $31,398,000 | +0.7% | 180,685 | -0.1% | 0.18% | +1.7% |
| Q2 2019 | $31,189,000 | +5.7% | 180,953 | +2.2% | 0.18% | -1.1% |
| Q1 2019 | $29,512,000 | +25.5% | 177,038 | +10.6% | 0.18% | +5.3% |
| Q4 2018 | $23,511,000 | -8.9% | 160,023 | +6.8% | 0.17% | +8.2% |
| Q3 2018 | $25,822,000 | +5.4% | 149,865 | -0.7% | 0.16% | -5.4% |
| Q2 2018 | $24,492,000 | +18.2% | 150,915 | +13.9% | 0.17% | +14.4% |
| Q1 2018 | $20,715,000 | +6.0% | 132,500 | +7.2% | 0.15% | +9.8% |
| Q4 2017 | $19,542,000 | +5.6% | 123,549 | -0.3% | 0.13% | -4.3% |
| Q3 2017 | $18,501,000 | +5.3% | 123,934 | +1.6% | 0.14% | +5.3% |
| Q2 2017 | $17,571,000 | +1.9% | 122,003 | -0.8% | 0.13% | -5.0% |
| Q1 2017 | $17,243,000 | +31.4% | 122,947 | +24.6% | 0.14% | +18.8% |
| Q4 2016 | $13,125,000 | +25.1% | 98,695 | +20.6% | 0.12% | +25.8% |
| Q3 2016 | $10,492,000 | -3.1% | 81,845 | -6.3% | 0.09% | -7.9% |
| Q2 2016 | $10,828,000 | +11.7% | 87,308 | +8.9% | 0.10% | +11.0% |
| Q1 2016 | $9,691,000 | -28.5% | 80,190 | -28.9% | 0.09% | -28.3% |
| Q4 2015 | $13,562,000 | +8.3% | 112,722 | +2.5% | 0.13% | +17.6% |
| Q3 2015 | $12,520,000 | -7.3% | 109,941 | +1.0% | 0.11% | +440.0% |
| Q2 2015 | $13,501,000 | +9.2% | 108,904 | +9.1% | 0.02% | +5.3% |
| Q1 2015 | $12,359,000 | +4.1% | 99,797 | +2.8% | 0.02% | 0.0% |
| Q4 2014 | $11,875,000 | +17.1% | 97,114 | +11.8% | 0.02% | +11.8% |
| Q3 2014 | $10,144,000 | -22.3% | 86,862 | -21.7% | 0.02% | -19.0% |
| Q2 2014 | $13,059,000 | +2.9% | 110,918 | -1.8% | 0.02% | 0.0% |
| Q1 2014 | $12,685,000 | +54.8% | 112,955 | +52.6% | 0.02% | +50.0% |
| Q4 2013 | $8,192,000 | +46.5% | 74,038 | +33.9% | 0.01% | +40.0% |
| Q3 2013 | $5,591,000 | +64.5% | 55,285 | +56.8% | 0.01% | +42.9% |
| Q2 2013 | $3,398,000 | – | 35,249 | – | 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% |