ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $392 | +250.0% | 1,600 | +263.6% | 0.00% | +300.0% |
| Q2 2023 | $112 | +40.0% | 440 | +29.4% | 0.00% | 0.0% |
| Q1 2023 | $80 | -99.9% | 340 | -99.9% | 0.00% | -99.9% |
| Q4 2022 | $68,725 | -18.2% | 311,425 | +76795.1% | 0.89% | +88900.0% |
| Q3 2022 | $84,000 | -99.7% | 405 | -99.7% | 0.00% | -99.7% |
| Q2 2022 | $26,289,000 | +19518.7% | 120,930 | +23611.8% | 0.36% | +17650.0% |
| Q1 2022 | $134,000 | -92.1% | 510 | -91.7% | 0.00% | -88.2% |
| Q4 2021 | $1,700,000 | +3048.1% | 6,125 | +2802.8% | 0.02% | +1600.0% |
| Q3 2021 | $54,000 | – | 211 | – | 0.00% | – |
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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% |