ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $308 | -99.9% | 1,397 | 0.0% | 0.04% | -7.3% |
| Q3 2022 | $289,000 | -4.9% | 1,397 | 0.0% | 0.04% | +7.9% |
| Q2 2022 | $304,000 | -58.6% | 1,397 | -50.0% | 0.04% | -22.4% |
| Q1 2022 | $734,000 | +89.2% | 2,794 | +100.0% | 0.05% | -3.9% |
| Q4 2021 | $388,000 | +9.0% | 1,397 | 0.0% | 0.05% | +50.0% |
| Q3 2021 | $356,000 | -0.6% | 1,397 | 0.0% | 0.03% | +6.2% |
| Q2 2021 | $358,000 | +8.2% | 1,397 | 0.0% | 0.03% | +10.3% |
| Q1 2021 | $331,000 | +6.1% | 1,397 | 0.0% | 0.03% | -3.3% |
| Q4 2020 | $312,000 | +14.3% | 1,397 | 0.0% | 0.03% | -6.2% |
| Q3 2020 | $273,000 | +8.3% | 1,397 | 0.0% | 0.03% | -5.9% |
| Q2 2020 | $252,000 | -39.1% | 1,397 | -50.0% | 0.03% | -5.6% |
| Q1 2020 | $414,000 | +57.4% | 2,794 | +100.0% | 0.04% | +24.1% |
| Q4 2019 | $263,000 | +8.2% | 1,397 | 0.0% | 0.03% | +3.6% |
| Q3 2019 | $243,000 | +0.8% | 1,397 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $241,000 | – | 1,397 | – | 0.03% | – |
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% |