ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,126,320 | +77.8% | 16,838 | +84.6% | 0.01% | +66.7% |
| Q2 2023 | $2,320,858 | -69.6% | 9,120 | -71.9% | 0.00% | -66.7% |
| Q1 2023 | $7,642,821 | +16.7% | 32,466 | +9.4% | 0.01% | +12.5% |
| Q4 2022 | $6,548,237 | +25.5% | 29,673 | +17.8% | 0.01% | +33.3% |
| Q3 2022 | $5,216,000 | -31.0% | 25,195 | -27.5% | 0.01% | -33.3% |
| Q2 2022 | $7,554,000 | -10.0% | 34,750 | -1.2% | 0.01% | +12.5% |
| Q1 2022 | $8,394,000 | +110.3% | 35,167 | +144.5% | 0.01% | +100.0% |
| Q4 2021 | $3,991,000 | -70.7% | 14,383 | -73.1% | 0.00% | -69.2% |
| Q3 2021 | $13,607,000 | +43.8% | 53,393 | +44.4% | 0.01% | +44.4% |
| Q2 2021 | $9,460,000 | +9.9% | 36,968 | +1.9% | 0.01% | 0.0% |
| Q1 2021 | $8,609,000 | +99.6% | 36,288 | +88.1% | 0.01% | +80.0% |
| Q4 2020 | $4,314,000 | -43.3% | 19,296 | -50.4% | 0.01% | -50.0% |
| Q3 2020 | $7,614,000 | +41.1% | 38,904 | +29.8% | 0.01% | +42.9% |
| Q2 2020 | $5,398,000 | -40.0% | 29,978 | -50.6% | 0.01% | -12.5% |
| Q1 2020 | $9,000,000 | +274.5% | 60,676 | +376.0% | 0.01% | +166.7% |
| Q4 2019 | $2,403,000 | +62.4% | 12,748 | +49.7% | 0.00% | +50.0% |
| Q3 2019 | $1,480,000 | -81.2% | 8,517 | -81.3% | 0.00% | -87.5% |
| Q2 2019 | $7,866,000 | +86.4% | 45,637 | +80.2% | 0.02% | +60.0% |
| Q1 2019 | $4,221,000 | -40.8% | 25,320 | -47.8% | 0.01% | -44.4% |
| Q4 2018 | $7,131,000 | +197.0% | 48,537 | +248.3% | 0.02% | +260.0% |
| Q3 2018 | $2,401,000 | +1088.6% | 13,937 | +1022.1% | 0.01% | – |
| Q2 2018 | $202,000 | -90.9% | 1,242 | -91.3% | 0.00% | -100.0% |
| Q1 2018 | $2,226,000 | +370.6% | 14,240 | +376.3% | 0.01% | +400.0% |
| Q4 2017 | $473,000 | -92.4% | 2,990 | -92.8% | 0.00% | -92.9% |
| Q3 2017 | $6,194,000 | -9.8% | 41,490 | -13.0% | 0.01% | -12.5% |
| Q2 2017 | $6,865,000 | +70.5% | 47,670 | +65.7% | 0.02% | +60.0% |
| Q1 2017 | $4,026,000 | +42.9% | 28,775 | +35.8% | 0.01% | +42.9% |
| Q4 2016 | $2,818,000 | +3.8% | 21,190 | 0.0% | 0.01% | -12.5% |
| Q3 2016 | $2,716,000 | -59.7% | 21,190 | -61.0% | 0.01% | -70.4% |
| Q2 2016 | $6,739,000 | +66.8% | 54,340 | +62.6% | 0.03% | +58.8% |
| Q1 2016 | $4,040,000 | -48.9% | 33,425 | -49.2% | 0.02% | -48.5% |
| Q4 2015 | $7,909,000 | +174.7% | 65,739 | +160.0% | 0.03% | +175.0% |
| Q3 2015 | $2,879,000 | -6.8% | 25,281 | +1.5% | 0.01% | +9.1% |
| Q2 2015 | $3,088,000 | +0.7% | 24,910 | +0.6% | 0.01% | 0.0% |
| Q1 2015 | $3,067,000 | +3.8% | 24,760 | +2.5% | 0.01% | 0.0% |
| Q4 2014 | $2,955,000 | – | 24,160 | – | 0.01% | – |
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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% |