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 | $9,515,877 | -2.0% | 38,831 | +1.7% | 0.02% | 0.0% |
| Q2 2023 | $9,713,962 | +7.8% | 38,172 | -0.3% | 0.02% | 0.0% |
| Q1 2023 | $9,014,197 | -57.3% | 38,291 | -60.0% | 0.02% | -56.8% |
| Q4 2022 | $21,134,749 | +107.2% | 95,771 | +94.4% | 0.04% | +85.0% |
| Q3 2022 | $10,201,000 | +25.6% | 49,271 | +31.9% | 0.02% | +33.3% |
| Q2 2022 | $8,119,000 | -15.8% | 37,347 | +1.7% | 0.02% | 0.0% |
| Q1 2022 | $9,638,000 | -42.2% | 36,737 | -38.9% | 0.02% | -40.0% |
| Q4 2021 | $16,674,000 | +52.7% | 60,091 | +40.3% | 0.02% | +38.9% |
| Q3 2021 | $10,918,000 | +8.0% | 42,843 | +8.5% | 0.02% | +5.9% |
| Q2 2021 | $10,107,000 | +14.6% | 39,494 | +6.3% | 0.02% | +13.3% |
| Q1 2021 | $8,817,000 | -92.8% | 37,163 | -93.2% | 0.02% | -93.6% |
| Q4 2020 | $122,005,000 | +16.4% | 545,764 | +1.9% | 0.23% | +1.7% |
| Q3 2020 | $104,802,000 | +9.0% | 535,493 | +0.2% | 0.23% | +6.0% |
| Q2 2020 | $96,181,000 | +6.5% | 534,158 | -12.3% | 0.22% | -9.2% |
| Q1 2020 | $90,329,000 | -16.4% | 608,974 | +6.2% | 0.24% | +8.2% |
| Q4 2019 | $108,073,000 | +3783.3% | 573,354 | +3480.3% | 0.22% | +358.3% |
| Q3 2019 | $2,783,000 | -2.1% | 16,014 | -2.9% | 0.05% | -2.0% |
| Q2 2019 | $2,842,000 | +3.4% | 16,486 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $2,748,000 | +13.5% | 16,486 | 0.0% | 0.05% | -2.0% |
| Q4 2018 | $2,422,000 | -31.7% | 16,486 | -19.8% | 0.05% | -21.9% |
| Q3 2018 | $3,544,000 | +6.2% | 20,567 | 0.0% | 0.06% | 0.0% |
| Q2 2018 | $3,338,000 | +5.4% | 20,567 | +1.6% | 0.06% | +6.7% |
| Q1 2018 | $3,166,000 | +301.3% | 20,250 | +306.0% | 0.06% | +300.0% |
| Q4 2017 | $789,000 | +5.9% | 4,988 | 0.0% | 0.02% | +7.1% |
| Q3 2017 | $745,000 | +4.2% | 4,988 | +0.5% | 0.01% | 0.0% |
| Q2 2017 | $715,000 | +2.9% | 4,965 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $695,000 | +5.3% | 4,965 | 0.0% | 0.01% | +7.7% |
| Q4 2016 | $660,000 | +3.8% | 4,965 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $636,000 | -10.7% | 4,965 | -13.5% | 0.01% | -13.3% |
| Q2 2016 | $712,000 | +5.3% | 5,740 | +2.6% | 0.02% | -11.8% |
| Q1 2016 | $676,000 | +0.4% | 5,594 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $673,000 | +6.0% | 5,594 | +0.3% | 0.02% | 0.0% |
| Q3 2015 | $635,000 | -28.2% | 5,579 | -21.9% | 0.02% | -29.2% |
| Q2 2015 | $885,000 | +143.1% | 7,139 | +143.4% | 0.02% | +140.0% |
| Q1 2015 | $364,000 | +70.9% | 2,933 | +68.5% | 0.01% | +66.7% |
| Q4 2014 | $213,000 | +1.4% | 1,741 | -3.2% | 0.01% | 0.0% |
| Q3 2014 | $210,000 | -21.1% | 1,798 | -20.4% | 0.01% | -25.0% |
| Q2 2014 | $266,000 | +3.5% | 2,260 | -1.5% | 0.01% | 0.0% |
| Q1 2014 | $257,000 | +0.8% | 2,294 | -0.6% | 0.01% | 0.0% |
| Q4 2013 | $255,000 | -20.6% | 2,307 | -27.2% | 0.01% | -27.3% |
| Q3 2013 | $321,000 | +19.8% | 3,171 | +14.4% | 0.01% | +10.0% |
| Q2 2013 | $268,000 | – | 2,773 | – | 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% |