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 | $251,187 | -3.7% | 1,025 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $260,842 | +8.1% | 1,025 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $241,295 | -67.3% | 1,025 | -69.3% | 0.02% | -71.9% |
| Q4 2022 | $737,071 | -77.2% | 3,340 | -78.6% | 0.06% | -79.0% |
| Q3 2022 | $3,231,000 | +1066.4% | 15,607 | +1124.1% | 0.27% | +1029.2% |
| Q2 2022 | $277,000 | +3.0% | 1,275 | +24.4% | 0.02% | +20.0% |
| Q1 2022 | $269,000 | -5.3% | 1,025 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $284,000 | +8.8% | 1,025 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $261,000 | -0.4% | 1,025 | 0.0% | 0.02% | -4.8% |
| Q2 2021 | $262,000 | +7.8% | 1,025 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $243,000 | +6.1% | 1,025 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $229,000 | +11.2% | 1,025 | -2.6% | 0.02% | -4.5% |
| Q3 2020 | $206,000 | -93.0% | 1,052 | -94.7% | 0.02% | -93.5% |
| Q4 2018 | $2,934,000 | +1895.9% | 19,970 | +1848.3% | 0.34% | +1519.0% |
| Q2 2017 | $147,000 | -72.5% | 1,025 | -73.2% | 0.02% | -69.6% |
| Q1 2017 | $535,000 | +293.4% | 3,830 | +273.7% | 0.07% | +263.2% |
| Q4 2016 | $136,000 | +3.8% | 1,025 | 0.0% | 0.02% | -5.0% |
| Q3 2016 | $131,000 | +3.1% | 1,025 | 0.0% | 0.02% | -4.8% |
| Q2 2016 | $127,000 | +3.3% | 1,025 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $123,000 | +36.7% | 1,025 | +36.7% | 0.02% | +40.0% |
| Q4 2015 | $90,000 | +5.9% | 750 | 0.0% | 0.02% | 0.0% |
| Q3 2015 | $85,000 | – | 750 | – | 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% |