ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $2,004,000 | -5.7% | 9,679 | -1.0% | 1.74% | -20.9% |
| Q2 2022 | $2,126,000 | -18.6% | 9,780 | -1.8% | 2.20% | +15.9% |
| Q1 2022 | $2,613,000 | -55.4% | 9,960 | -52.9% | 1.90% | -47.2% |
| Q4 2021 | $5,862,000 | +14.4% | 21,125 | +5.1% | 3.60% | +6.4% |
| Q3 2021 | $5,124,000 | +2.6% | 20,107 | +3.0% | 3.38% | +3.0% |
| Q2 2021 | $4,995,000 | +9.4% | 19,517 | +1.4% | 3.28% | +2.7% |
| Q1 2021 | $4,564,000 | +19.4% | 19,239 | +12.5% | 3.20% | +5.1% |
| Q4 2020 | $3,822,000 | +16.4% | 17,098 | +1.9% | 3.04% | -7.1% |
| Q3 2020 | $3,284,000 | -2.3% | 16,780 | -10.1% | 3.28% | -10.2% |
| Q2 2020 | $3,361,000 | +4.0% | 18,664 | -14.4% | 3.65% | -13.2% |
| Q1 2020 | $3,233,000 | -33.0% | 21,796 | -14.9% | 4.20% | -11.2% |
| Q4 2019 | $4,825,000 | – | 25,600 | – | 4.73% | – |
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% |