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 | $1,044,936 | +95853.7% | 4,264 | -0.3% | 0.02% | -4.5% |
| Q2 2023 | $1,089 | +8.1% | 4,278 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $1,007 | +6.7% | 4,278 | 0.0% | 0.02% | +4.8% |
| Q4 2022 | $944 | -99.9% | 4,278 | 0.0% | 0.02% | -4.5% |
| Q3 2022 | $886,000 | -4.7% | 4,278 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $930,000 | -17.1% | 4,278 | 0.0% | 0.02% | -4.3% |
| Q1 2022 | $1,122,000 | -5.5% | 4,278 | 0.0% | 0.02% | -4.2% |
| Q4 2021 | $1,187,000 | +8.9% | 4,278 | 0.0% | 0.02% | +4.3% |
| Q3 2021 | $1,090,000 | -2.7% | 4,278 | -2.3% | 0.02% | -4.2% |
| Q2 2021 | $1,120,000 | +5.7% | 4,378 | -2.0% | 0.02% | -4.0% |
| Q1 2021 | $1,060,000 | +26.9% | 4,468 | +19.6% | 0.02% | +19.0% |
| Q4 2020 | $835,000 | +14.2% | 3,736 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $731,000 | +8.6% | 3,736 | 0.0% | 0.02% | -4.5% |
| Q2 2020 | $673,000 | +21.5% | 3,736 | 0.0% | 0.02% | -12.0% |
| Q1 2020 | $554,000 | -22.7% | 3,736 | -1.7% | 0.02% | -3.8% |
| Q4 2019 | $717,000 | +8.5% | 3,802 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $661,000 | +8.7% | 3,802 | +7.8% | 0.03% | +4.0% |
| Q2 2019 | $608,000 | +3.4% | 3,527 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $588,000 | +13.5% | 3,527 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $518,000 | -6.0% | 3,527 | +10.3% | 0.02% | +4.2% |
| Q3 2018 | $551,000 | +6.4% | 3,197 | +0.2% | 0.02% | 0.0% |
| Q2 2018 | $518,000 | +4.9% | 3,192 | +1.1% | 0.02% | 0.0% |
| Q1 2018 | $494,000 | -1.2% | 3,158 | 0.0% | 0.02% | +4.3% |
| Q4 2017 | $500,000 | +6.2% | 3,158 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $471,000 | +3.5% | 3,158 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $455,000 | +2.9% | 3,158 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $442,000 | +5.2% | 3,158 | 0.0% | 0.02% | +4.5% |
| Q4 2016 | $420,000 | -5.8% | 3,158 | -12.2% | 0.02% | -18.5% |
| Q2 2016 | $446,000 | +14.9% | 3,598 | +12.2% | 0.03% | +12.5% |
| Q1 2016 | $388,000 | +0.5% | 3,208 | 0.0% | 0.02% | -4.0% |
| Q4 2015 | $386,000 | +22.5% | 3,208 | +15.9% | 0.02% | +13.6% |
| Q3 2015 | $315,000 | -8.2% | 2,768 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $343,000 | 0.0% | 2,768 | 0.0% | 0.02% | +4.8% |
| Q1 2015 | $343,000 | -22.4% | 2,768 | -23.4% | 0.02% | -25.0% |
| Q4 2014 | $442,000 | +4.7% | 3,612 | 0.0% | 0.03% | -6.7% |
| Q3 2014 | $422,000 | -0.7% | 3,612 | 0.0% | 0.03% | 0.0% |
| Q2 2014 | $425,000 | -32.2% | 3,612 | -35.3% | 0.03% | -33.3% |
| Q1 2014 | $627,000 | +1.6% | 5,580 | 0.0% | 0.04% | -2.2% |
| Q4 2013 | $617,000 | +117.3% | 5,580 | +98.4% | 0.05% | +100.0% |
| Q3 2013 | $284,000 | +4.8% | 2,812 | 0.0% | 0.02% | 0.0% |
| Q2 2013 | $271,000 | – | 2,812 | – | 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% |