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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,464,236 | -3.2% | 71,265 | +0.5% | 1.76% | -0.8% |
| Q2 2023 | $18,042,152 | +8.3% | 70,898 | +0.2% | 1.77% | +1.4% |
| Q1 2023 | $16,653,152 | +7.2% | 70,741 | +0.5% | 1.75% | +0.2% |
| Q4 2022 | $15,529,710 | +5.2% | 70,372 | -1.3% | 1.74% | -18.4% |
| Q3 2022 | $14,767,000 | -4.1% | 71,325 | +0.7% | 2.14% | +3.4% |
| Q2 2022 | $15,397,000 | -12.4% | 70,827 | +5.7% | 2.07% | -2.1% |
| Q1 2022 | $17,573,000 | -5.5% | 66,977 | -0.0% | 2.11% | -13.7% |
| Q4 2021 | $18,589,000 | +16.6% | 66,985 | +7.1% | 2.45% | +1.1% |
| Q3 2021 | $15,938,000 | +1.0% | 62,537 | +1.4% | 2.42% | -8.5% |
| Q2 2021 | $15,784,000 | +3108.1% | 61,676 | +2878.1% | 2.64% | +2260.7% |
| Q1 2021 | $492,000 | +7.0% | 2,071 | +0.6% | 0.11% | -7.4% |
| Q4 2020 | $460,000 | +16.8% | 2,058 | +2.2% | 0.12% | -0.8% |
| Q3 2020 | $394,000 | +17.3% | 2,013 | +7.9% | 0.12% | +2.5% |
| Q2 2020 | $336,000 | +24.0% | 1,865 | +2.2% | 0.12% | +2.6% |
| Q1 2020 | $271,000 | +28.4% | 1,825 | +62.9% | 0.12% | +58.9% |
| Q4 2019 | $211,000 | – | 1,120 | – | 0.07% | – |
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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% |