ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $27 | -3.6% | 111 | 0.0% | 0.03% | -3.2% |
| Q2 2023 | $28 | +7.7% | 111 | 0.0% | 0.03% | -3.1% |
| Q1 2023 | $26 | +8.3% | 111 | 0.0% | 0.03% | +6.7% |
| Q4 2022 | $24 | -99.9% | 111 | 0.0% | 0.03% | +3.4% |
| Q3 2022 | $23,000 | -4.2% | 111 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $24,000 | -17.2% | 111 | 0.0% | 0.03% | -6.5% |
| Q1 2022 | $29,000 | -6.5% | 111 | 0.0% | 0.03% | 0.0% |
| Q4 2021 | $31,000 | +10.7% | 111 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $28,000 | 0.0% | 111 | 0.0% | 0.03% | +10.7% |
| Q2 2021 | $28,000 | +7.7% | 111 | 0.0% | 0.03% | +27.3% |
| Q1 2021 | $26,000 | +4.0% | 111 | 0.0% | 0.02% | +4.8% |
| Q4 2020 | $25,000 | +13.6% | 111 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $22,000 | +10.0% | 111 | 0.0% | 0.02% | +10.5% |
| Q2 2020 | $20,000 | +25.0% | 111 | 0.0% | 0.02% | +11.8% |
| Q1 2020 | $16,000 | -23.8% | 111 | 0.0% | 0.02% | 0.0% |
| Q4 2019 | $21,000 | +10.5% | 111 | 0.0% | 0.02% | +6.2% |
| Q3 2019 | $19,000 | 0.0% | 111 | 0.0% | 0.02% | +6.7% |
| Q2 2019 | $19,000 | 0.0% | 111 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $19,000 | +18.8% | 111 | 0.0% | 0.02% | +7.1% |
| Q4 2018 | $16,000 | -15.8% | 111 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $19,000 | -26.9% | 111 | -29.7% | 0.01% | -26.3% |
| Q2 2018 | $26,000 | +4.0% | 158 | 0.0% | 0.02% | -5.0% |
| Q1 2018 | $25,000 | 0.0% | 158 | 0.0% | 0.02% | +5.3% |
| Q4 2017 | $25,000 | – | 158 | – | 0.02% | – |
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% |