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 | $5,509,438 | -38.1% | 22,482 | -35.8% | 0.01% | -40.0% |
| Q2 2023 | $8,905,782 | +95971.0% | 34,996 | -11.1% | 0.01% | -9.1% |
| Q1 2023 | $9,270 | -99.8% | 39,378 | +77.0% | 0.01% | +57.1% |
| Q3 2022 | $4,605,000 | -4.9% | 22,244 | -0.2% | 0.01% | 0.0% |
| Q2 2022 | $4,843,000 | -31.1% | 22,278 | -16.8% | 0.01% | -22.2% |
| Q1 2022 | $7,024,000 | +395.0% | 26,771 | +423.5% | 0.01% | +350.0% |
| Q4 2021 | $1,419,000 | +61.2% | 5,114 | +48.1% | 0.00% | +100.0% |
| Q3 2021 | $880,000 | +321.1% | 3,453 | +291.5% | 0.00% | – |
| Q1 2021 | $209,000 | -88.1% | 882 | -88.8% | 0.00% | -100.0% |
| Q4 2020 | $1,755,000 | +2.8% | 7,850 | -10.0% | 0.00% | -33.3% |
| Q3 2020 | $1,707,000 | +516.2% | 8,723 | +466.4% | 0.00% | – |
| Q2 2020 | $277,000 | -86.3% | 1,540 | -86.7% | 0.00% | -100.0% |
| Q3 2019 | $2,017,000 | +290.9% | 11,607 | +171.8% | 0.00% | +100.0% |
| Q1 2016 | $516,000 | – | 4,270 | – | 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% |