ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 421 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $721 | -2.7% | 2,942 | +1.0% | 0.04% | +2.9% |
| Q2 2023 | $741 | +8.3% | 2,912 | +0.2% | 0.04% | +2.9% |
| Q1 2023 | $684 | +6.9% | 2,907 | +0.3% | 0.03% | -2.9% |
| Q4 2022 | $640 | -99.9% | 2,898 | -0.4% | 0.04% | +2.9% |
| Q3 2022 | $602,000 | -4.4% | 2,909 | +0.4% | 0.03% | 0.0% |
| Q2 2022 | $630,000 | -17.0% | 2,898 | +0.2% | 0.03% | -2.9% |
| Q1 2022 | $759,000 | -8.0% | 2,892 | -2.7% | 0.04% | -2.8% |
| Q4 2021 | $825,000 | +82.9% | 2,972 | +68.0% | 0.04% | +71.4% |
| Q3 2021 | $451,000 | -24.2% | 1,769 | -23.8% | 0.02% | -25.0% |
| Q2 2021 | $595,000 | +47.3% | 2,323 | +36.4% | 0.03% | +27.3% |
| Q1 2021 | $404,000 | +6.3% | 1,703 | +0.2% | 0.02% | -33.3% |
| Q4 2020 | $380,000 | +14.5% | 1,700 | +0.2% | 0.03% | +3.1% |
| Q3 2020 | $332,000 | +14.9% | 1,697 | +5.5% | 0.03% | +18.5% |
| Q2 2020 | $289,000 | +23.5% | 1,608 | +2.0% | 0.03% | -3.6% |
| Q1 2020 | $234,000 | -37.8% | 1,577 | -20.9% | 0.03% | -15.2% |
| Q4 2019 | $376,000 | -1.6% | 1,993 | -9.4% | 0.03% | -10.8% |
| Q3 2019 | $382,000 | -4.3% | 2,200 | -4.9% | 0.04% | -7.5% |
| Q2 2019 | $399,000 | -11.5% | 2,313 | -14.5% | 0.04% | -16.7% |
| Q1 2019 | $451,000 | -21.3% | 2,706 | -30.6% | 0.05% | -34.2% |
| Q4 2018 | $573,000 | -14.3% | 3,900 | +0.4% | 0.07% | -3.9% |
| Q3 2018 | $669,000 | +41.4% | 3,883 | +33.2% | 0.08% | +28.8% |
| Q2 2018 | $473,000 | +29.9% | 2,916 | +25.3% | 0.06% | +22.9% |
| Q1 2018 | $364,000 | – | 2,328 | – | 0.05% | – |
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% |