ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,834,011 | +4.1% | 19,726 | +8.1% | 0.01% | +120.0% |
Q2 2023 | $4,643,154 | +7.7% | 18,246 | -0.4% | 0.01% | 0.0% |
Q1 2023 | $4,311,642 | +72.5% | 18,316 | -28.9% | 0.01% | -37.5% |
Q4 2022 | $2,499,296 | +69.6% | 25,745 | +261.6% | 0.01% | +100.0% |
Q3 2022 | $1,474,000 | -12.0% | 7,120 | -7.6% | 0.00% | 0.0% |
Q2 2022 | $1,675,000 | -28.9% | 7,702 | -14.2% | 0.00% | -20.0% |
Q1 2022 | $2,355,000 | +26.0% | 8,975 | +33.3% | 0.01% | +25.0% |
Q4 2021 | $1,869,000 | +56.5% | 6,735 | +43.8% | 0.00% | +33.3% |
Q3 2021 | $1,194,000 | -30.4% | 4,685 | -30.2% | 0.00% | -25.0% |
Q2 2021 | $1,716,000 | -25.5% | 6,708 | -30.9% | 0.00% | -33.3% |
Q1 2021 | $2,303,000 | +9.8% | 9,708 | +3.5% | 0.01% | 0.0% |
Q4 2020 | $2,098,000 | +43.7% | 9,383 | +19.4% | 0.01% | +50.0% |
Q3 2020 | $1,460,000 | -46.2% | 7,860 | -57.0% | 0.00% | -66.7% |
Q1 2020 | $2,714,000 | -1.4% | 18,299 | +25.3% | 0.01% | +33.3% |
Q4 2019 | $2,753,000 | +8.5% | 14,603 | -0.0% | 0.01% | 0.0% |
Q3 2019 | $2,538,000 | -2.9% | 14,604 | -3.7% | 0.01% | 0.0% |
Q2 2019 | $2,614,000 | -13.6% | 15,169 | -16.5% | 0.01% | -25.0% |
Q1 2019 | $3,027,000 | +35.8% | 18,159 | +19.7% | 0.01% | +20.0% |
Q4 2018 | $2,229,000 | +152.4% | 15,169 | +196.1% | 0.01% | +233.3% |
Q3 2018 | $883,000 | +52.2% | 5,123 | +43.5% | 0.00% | +50.0% |
Q2 2018 | $580,000 | +3.9% | 3,571 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $558,000 | -7.6% | 3,571 | -6.5% | 0.00% | -33.3% |
Q4 2017 | $604,000 | +43.5% | 3,821 | +35.4% | 0.00% | +50.0% |
Q3 2017 | $421,000 | – | 2,821 | – | 0.00% | – |
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% |