ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $42,886 | -3.7% | 175 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $44,534 | +8.1% | 175 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $41,197 | -9.8% | 175 | -15.5% | 0.00% | 0.0% |
| Q4 2022 | $45,681 | +6.2% | 207 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $43,000 | -4.4% | 207 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $45,000 | -16.7% | 207 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $54,000 | -55.0% | 207 | -52.1% | 0.00% | -42.9% |
| Q4 2021 | $120,000 | -25.0% | 432 | -31.3% | 0.01% | -30.0% |
| Q3 2021 | $160,000 | -0.6% | 629 | 0.0% | 0.01% | -9.1% |
| Q2 2021 | $161,000 | +8.1% | 629 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $149,000 | +5.7% | 629 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $141,000 | -88.3% | 629 | -91.0% | 0.01% | -91.2% |
| Q2 2019 | $1,207,000 | – | 7,000 | – | 0.11% | – |
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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% |