ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $5,123,224 | -6.6% | 20,906 | -3.0% | 0.00% | 0.0% |
Q2 2023 | $5,487,352 | +51.0% | 21,563 | +39.7% | 0.00% | 0.0% |
Q1 2023 | $3,633,553 | -37.6% | 15,435 | -41.5% | 0.00% | -33.3% |
Q4 2022 | $5,824,628 | +86.1% | 26,394 | +74.6% | 0.00% | +50.0% |
Q3 2022 | $3,130,000 | +0.5% | 15,117 | +5.5% | 0.00% | +100.0% |
Q2 2022 | $3,115,000 | -14.4% | 14,331 | +3.4% | 0.00% | 0.0% |
Q1 2022 | $3,638,000 | -4.6% | 13,865 | +0.9% | 0.00% | 0.0% |
Q4 2021 | $3,814,000 | +9.0% | 13,744 | +0.1% | 0.00% | 0.0% |
Q3 2021 | $3,500,000 | +6.9% | 13,733 | +7.3% | 0.00% | 0.0% |
Q2 2021 | $3,274,000 | +15.2% | 12,794 | +6.8% | 0.00% | 0.0% |
Q1 2021 | $2,841,000 | +6.1% | 11,975 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $2,677,000 | +17.3% | 11,975 | +2.7% | 0.00% | 0.0% |
Q3 2020 | $2,282,000 | +14.4% | 11,659 | +5.2% | 0.00% | 0.0% |
Q2 2020 | $1,995,000 | +21.4% | 11,080 | +0.0% | 0.00% | 0.0% |
Q1 2020 | $1,643,000 | -21.3% | 11,076 | +0.0% | 0.00% | 0.0% |
Q4 2019 | $2,088,000 | -8.6% | 11,075 | -15.8% | 0.00% | 0.0% |
Q3 2019 | $2,284,000 | -2.5% | 13,146 | -3.3% | 0.00% | 0.0% |
Q2 2019 | $2,342,000 | +3.4% | 13,589 | +0.0% | 0.00% | 0.0% |
Q1 2019 | $2,265,000 | +12.5% | 13,586 | -0.8% | 0.00% | 0.0% |
Q4 2018 | $2,013,000 | -15.4% | 13,702 | -0.8% | 0.00% | -50.0% |
Q3 2018 | $2,380,000 | +4.9% | 13,815 | -1.2% | 0.00% | 0.0% |
Q2 2018 | $2,269,000 | +7.7% | 13,982 | +3.8% | 0.00% | 0.0% |
Q1 2018 | $2,106,000 | -0.8% | 13,469 | +0.4% | 0.00% | 0.0% |
Q4 2017 | $2,122,000 | +6.0% | 13,415 | +0.0% | 0.00% | +100.0% |
Q3 2017 | $2,002,000 | +2.5% | 13,413 | -1.1% | 0.00% | -50.0% |
Q2 2017 | $1,953,000 | +64.7% | 13,562 | +60.0% | 0.00% | +100.0% |
Q1 2017 | $1,186,000 | +5.2% | 8,476 | +0.0% | 0.00% | 0.0% |
Q4 2016 | $1,127,000 | +9.7% | 8,474 | +5.8% | 0.00% | 0.0% |
Q3 2016 | $1,027,000 | +3.4% | 8,008 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $993,000 | +4865.0% | 8,008 | +4905.0% | 0.00% | – |
Q1 2015 | $20,000 | -73.7% | 160 | -74.4% | 0.00% | – |
Q4 2014 | $76,000 | +40.7% | 625 | +34.4% | 0.00% | – |
Q3 2014 | $54,000 | -1.8% | 465 | 0.0% | 0.00% | – |
Q2 2014 | $55,000 | – | 465 | – | 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% |