ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,709,452 | -3.2% | 6,976 | +0.5% | 0.15% | -11.9% |
| Q2 2023 | $1,766,346 | +8.1% | 6,941 | 0.0% | 0.17% | -8.2% |
| Q1 2023 | $1,633,981 | +7.3% | 6,941 | +0.6% | 0.18% | +3.4% |
| Q4 2022 | $1,523,354 | +6.6% | 6,903 | 0.0% | 0.18% | -17.7% |
| Q3 2022 | $1,429,000 | -4.7% | 6,903 | +0.1% | 0.22% | -2.7% |
| Q2 2022 | $1,499,000 | -20.9% | 6,895 | -4.5% | 0.22% | -7.9% |
| Q1 2022 | $1,894,000 | -5.4% | 7,218 | 0.0% | 0.24% | +6.7% |
| Q4 2021 | $2,003,000 | +14.3% | 7,218 | +4.9% | 0.22% | +0.9% |
| Q3 2021 | $1,753,000 | -0.4% | 6,879 | 0.0% | 0.22% | -5.5% |
| Q2 2021 | $1,760,000 | +7.8% | 6,879 | 0.0% | 0.24% | +4.4% |
| Q1 2021 | $1,632,000 | +18.1% | 6,879 | +11.3% | 0.23% | +13.0% |
| Q4 2020 | $1,382,000 | +14.2% | 6,181 | 0.0% | 0.20% | +2.6% |
| Q3 2020 | $1,210,000 | +8.7% | 6,181 | 0.0% | 0.20% | +3.2% |
| Q2 2020 | $1,113,000 | +21.6% | 6,181 | +0.1% | 0.19% | +3.3% |
| Q1 2020 | $915,000 | -15.5% | 6,172 | +7.4% | 0.18% | -39.0% |
| Q4 2019 | $1,083,000 | – | 5,747 | – | 0.30% | – |
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% |