ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $137,234 | -3.7% | 560 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $142,509 | +152.2% | 560 | +133.3% | 0.03% | +146.2% |
| Q1 2023 | $56,498 | +6.7% | 240 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $52,963 | +5.9% | 240 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $50,000 | -3.8% | 240 | 0.0% | 0.01% | +8.3% |
| Q2 2022 | $52,000 | -17.5% | 240 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $63,000 | -6.0% | 240 | 0.0% | 0.01% | +8.3% |
| Q4 2021 | $67,000 | +9.8% | 240 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $61,000 | 0.0% | 240 | 0.0% | 0.01% | +9.1% |
| Q2 2021 | $61,000 | +7.0% | 240 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $57,000 | +5.6% | 240 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $54,000 | +14.9% | 240 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $47,000 | +9.3% | 240 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $43,000 | +19.4% | 240 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $36,000 | -20.0% | 240 | 0.0% | 0.01% | +11.1% |
| Q4 2019 | $45,000 | +9.8% | 240 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $41,000 | +2.5% | 240 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $40,000 | +14.3% | 240 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $35,000 | -14.6% | 240 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $41,000 | +5.1% | 240 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $39,000 | +2.6% | 240 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $38,000 | 0.0% | 240 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $38,000 | +5.6% | 240 | 0.0% | 0.01% | -9.1% |
| Q3 2017 | $36,000 | +2.9% | 240 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $35,000 | +2.9% | 240 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $34,000 | +6.2% | 240 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $32,000 | +3.2% | 240 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $31,000 | +3.3% | 240 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $30,000 | +3.4% | 240 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $29,000 | 0.0% | 240 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $29,000 | +7.4% | 240 | 0.0% | 0.01% | +10.0% |
| Q3 2015 | $27,000 | -10.0% | 240 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $30,000 | 0.0% | 240 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $30,000 | +3.4% | 240 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $29,000 | +3.6% | 240 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $28,000 | 0.0% | 240 | 0.0% | 0.01% | +11.1% |
| Q2 2014 | $28,000 | +3.7% | 240 | 0.0% | 0.01% | -10.0% |
| Q1 2014 | $27,000 | 0.0% | 240 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $27,000 | +12.5% | 240 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $24,000 | +4.3% | 240 | 0.0% | 0.01% | +11.1% |
| Q2 2013 | $23,000 | – | 240 | – | 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% |