ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $878,000 | -4.8% | 4,240 | 0.0% | 0.02% | +4.8% |
| Q2 2022 | $922,000 | -20.9% | 4,240 | -4.5% | 0.02% | -8.7% |
| Q1 2022 | $1,165,000 | -5.4% | 4,440 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $1,232,000 | +8.8% | 4,440 | 0.0% | 0.02% | +15.0% |
| Q3 2021 | $1,132,000 | -0.4% | 4,440 | 0.0% | 0.02% | +5.3% |
| Q2 2021 | $1,136,000 | +7.9% | 4,440 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $1,053,000 | +6.0% | 4,440 | 0.0% | 0.02% | +11.8% |
| Q4 2020 | $993,000 | +14.3% | 4,440 | 0.0% | 0.02% | -26.1% |
| Q3 2020 | $869,000 | +8.8% | 4,440 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $799,000 | +3.8% | 4,440 | -14.4% | 0.02% | -11.5% |
| Q1 2020 | $770,000 | -21.3% | 5,189 | 0.0% | 0.03% | +4.0% |
| Q4 2019 | $978,000 | +26.7% | 5,189 | +16.9% | 0.02% | +19.0% |
| Q3 2019 | $772,000 | +0.9% | 4,440 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $765,000 | +3.4% | 4,440 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $740,000 | +13.5% | 4,440 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $652,000 | -14.8% | 4,440 | 0.0% | 0.02% | -4.5% |
| Q3 2018 | $765,000 | +6.1% | 4,440 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $721,000 | -17.5% | 4,440 | -20.6% | 0.02% | -15.4% |
| Q1 2018 | $874,000 | -4.6% | 5,590 | -3.5% | 0.03% | -3.7% |
| Q4 2017 | $916,000 | +4.2% | 5,790 | -1.7% | 0.03% | -3.6% |
| Q3 2017 | $879,000 | +3.7% | 5,890 | 0.0% | 0.03% | +3.7% |
| Q2 2017 | $848,000 | +2.9% | 5,890 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $824,000 | +5.2% | 5,890 | 0.0% | 0.03% | +3.8% |
| Q4 2016 | $783,000 | +3.7% | 5,890 | 0.0% | 0.03% | 0.0% |
| Q3 2016 | $755,000 | -24.7% | 5,890 | -27.2% | 0.03% | -25.7% |
| Q2 2016 | $1,003,000 | +2.6% | 8,090 | 0.0% | 0.04% | 0.0% |
| Q1 2016 | $978,000 | +0.5% | 8,090 | 0.0% | 0.04% | 0.0% |
| Q4 2015 | $973,000 | +6.8% | 8,090 | +1.1% | 0.04% | +2.9% |
| Q3 2015 | $911,000 | -5.8% | 8,000 | +2.6% | 0.03% | +3.0% |
| Q2 2015 | $967,000 | +8.4% | 7,800 | +8.3% | 0.03% | +10.0% |
| Q1 2015 | $892,000 | +21.5% | 7,200 | +20.0% | 0.03% | +25.0% |
| Q4 2014 | $734,000 | +4.7% | 6,000 | 0.0% | 0.02% | 0.0% |
| Q3 2014 | $701,000 | -0.1% | 6,000 | +0.7% | 0.02% | +4.3% |
| Q2 2014 | $702,000 | +12.5% | 5,960 | +7.2% | 0.02% | +9.5% |
| Q1 2014 | $624,000 | +1.5% | 5,560 | 0.0% | 0.02% | +5.0% |
| Q4 2013 | $615,000 | +9.4% | 5,560 | 0.0% | 0.02% | +5.3% |
| Q3 2013 | $562,000 | +32.5% | 5,560 | +26.3% | 0.02% | +137.5% |
| Q2 2013 | $424,000 | -85.8% | 4,401 | -86.2% | 0.01% | -86.2% |
| Q1 2013 | $2,981,000 | -21.1% | 31,902 | -28.5% | 0.06% | -25.6% |
| Q4 2012 | $3,780,000 | +11.0% | 44,635 | +11.2% | 0.08% | 0.0% |
| Q3 2012 | $3,406,000 | +86.7% | 40,135 | +76.9% | 0.08% | +69.6% |
| Q2 2012 | $1,824,000 | +5.1% | 22,685 | +8.8% | 0.05% | +7.0% |
| Q1 2012 | $1,736,000 | -14.4% | 20,850 | -23.8% | 0.04% | -18.9% |
| Q4 2011 | $2,029,000 | +468.3% | 27,350 | +411.2% | 0.05% | +430.0% |
| Q3 2011 | $357,000 | +4.7% | 5,350 | +24.4% | 0.01% | +25.0% |
| Q2 2011 | $341,000 | -2.6% | 4,300 | -2.5% | 0.01% | -11.1% |
| Q1 2011 | $350,000 | +5.7% | 4,410 | 0.0% | 0.01% | 0.0% |
| Q4 2010 | $331,000 | – | 4,410 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 205,951 | $57,151,000 | 19.14% |
| Camarda Financial Advisors, LLC | 119,637 | $33,199,000 | 18.79% |
| Family Firm, Inc. | 225,685 | $62,628,000 | 16.20% |
| AlphaCore Capital LLC | 130,144 | $36,115,000 | 15.74% |
| SCS Capital Management LLC | 2,384,048 | $661,573,000 | 14.52% |
| Wind River Trust Co | 140,979 | $39,122,000 | 14.20% |
| Wealthstream Advisors, Inc. | 57,683 | $16,007,000 | 13.65% |
| PITCAIRN CO | 674,889 | $187,282,000 | 12.05% |
| Evensky & Katz LLC | 449,549 | $124,750,000 | 12.02% |
| Brooklyn FI, LLC | 42,320 | $11,744,000 | 11.03% |