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 | $438,658 | -3.7% | 1,790 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $455,520 | +8.1% | 1,790 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $421,384 | +6.7% | 1,790 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $395,017 | +6.5% | 1,790 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $371,000 | -4.6% | 1,790 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $389,000 | -17.2% | 1,790 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $470,000 | -5.4% | 1,790 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $497,000 | +9.0% | 1,790 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $456,000 | -0.4% | 1,790 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $458,000 | +7.8% | 1,790 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $425,000 | +6.2% | 1,790 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $400,000 | +14.3% | 1,790 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $350,000 | +8.7% | 1,790 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $322,000 | +21.1% | 1,790 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $266,000 | -32.1% | 1,790 | -13.9% | 0.01% | -23.1% |
| Q4 2019 | $392,000 | +8.6% | 2,079 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $361,000 | -7.4% | 2,079 | -8.2% | 0.01% | -7.1% |
| Q2 2019 | $390,000 | +584.2% | 2,265 | +482.3% | 0.01% | -91.6% |
| Q4 2018 | $57,000 | -85.9% | 389 | -83.4% | 0.17% | +827.8% |
| Q3 2018 | $405,000 | -56.8% | 2,347 | -59.4% | 0.02% | -55.0% |
| Q2 2018 | $938,000 | +18.1% | 5,779 | +13.8% | 0.04% | +21.2% |
| Q1 2018 | $794,000 | +49.8% | 5,079 | +51.6% | 0.03% | +57.1% |
| Q4 2017 | $530,000 | – | 3,350 | – | 0.02% | – |
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% |