ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,007,415 | -3.8% | 8,200 | 0.0% | 0.36% | -3.5% |
| Q2 2023 | $2,086,736 | +8.1% | 8,200 | 0.0% | 0.37% | -1.3% |
| Q1 2023 | $1,930,364 | +6.7% | 8,200 | 0.0% | 0.38% | -2.1% |
| Q4 2022 | $1,809,574 | +6.6% | 8,200 | 0.0% | 0.38% | -5.2% |
| Q3 2022 | $1,698,000 | -2.0% | 8,200 | +3.0% | 0.40% | -1.7% |
| Q2 2022 | $1,732,000 | -22.1% | 7,962 | -6.0% | 0.41% | -7.6% |
| Q1 2022 | $2,222,000 | -10.1% | 8,471 | -4.9% | 0.45% | -9.9% |
| Q4 2021 | $2,473,000 | +4.3% | 8,905 | -4.3% | 0.50% | -32.5% |
| Q3 2021 | $2,370,000 | -9.3% | 9,302 | -8.9% | 0.73% | -4.8% |
| Q2 2021 | $2,612,000 | +7.2% | 10,209 | -6.3% | 0.77% | -19.5% |
| Q4 2020 | $2,437,000 | +12.0% | 10,893 | -2.0% | 0.96% | -16.1% |
| Q3 2020 | $2,175,000 | +6.0% | 11,110 | -2.6% | 1.14% | -20.2% |
| Q2 2020 | $2,051,000 | +21.2% | 11,403 | 0.0% | 1.43% | -14.6% |
| Q1 2020 | $1,692,000 | -20.5% | 11,403 | +1.1% | 1.67% | -6.3% |
| Q4 2019 | $2,129,000 | – | 11,278 | – | 1.79% | – |
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% |