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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $5,351,000 | -6.2% | 20,393 | -0.8% | 0.00% | 0.0% |
| Q4 2021 | $5,703,000 | -62.5% | 20,551 | -65.6% | 0.00% | -66.7% |
| Q3 2021 | $15,204,000 | -4.0% | 59,658 | -3.6% | 0.01% | 0.0% |
| Q2 2021 | $15,839,000 | +74.2% | 61,891 | +61.4% | 0.01% | +80.0% |
| Q1 2021 | $9,094,000 | +3.0% | 38,335 | -2.9% | 0.01% | -16.7% |
| Q4 2020 | $8,830,000 | +1491.0% | 39,500 | +1292.3% | 0.01% | – |
| Q3 2020 | $555,000 | -12.0% | 2,837 | -19.0% | 0.00% | – |
| Q2 2020 | $631,000 | -71.8% | 3,503 | -76.8% | 0.00% | -100.0% |
| Q1 2020 | $2,238,000 | +184.4% | 15,091 | +261.4% | 0.00% | +100.0% |
| Q4 2019 | $787,000 | +264.4% | 4,176 | +233.8% | 0.00% | – |
| Q2 2019 | $216,000 | -9.2% | 1,251 | -12.5% | 0.00% | – |
| Q1 2019 | $238,000 | -99.0% | 1,430 | -99.1% | 0.00% | -100.0% |
| Q4 2018 | $23,443,000 | +5075.1% | 159,565 | +5974.0% | 0.02% | – |
| Q3 2018 | $453,000 | -44.7% | 2,627 | -49.2% | 0.00% | -100.0% |
| Q4 2017 | $819,000 | -74.8% | 5,175 | -78.8% | 0.00% | -80.0% |
| Q4 2016 | $3,253,000 | +524.4% | 24,460 | +482.8% | 0.01% | +400.0% |
| Q2 2016 | $521,000 | -92.9% | 4,197 | -93.1% | 0.00% | -91.7% |
| Q1 2016 | $7,327,000 | -57.1% | 60,625 | -57.3% | 0.01% | -58.6% |
| Q4 2015 | $17,085,000 | +0.7% | 142,010 | -4.6% | 0.03% | -12.1% |
| Q3 2015 | $16,959,000 | +145.2% | 148,908 | +163.3% | 0.03% | +120.0% |
| Q4 2014 | $6,916,000 | +64.7% | 56,556 | +49.1% | 0.02% | +50.0% |
| Q4 2013 | $4,199,000 | – | 37,944 | – | 0.01% | – |
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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% |