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 2022 | $321,000 | -4.7% | 1,550 | 0.0% | 0.02% | -4.8% |
| Q2 2022 | $337,000 | -17.2% | 1,550 | 0.0% | 0.02% | -22.2% |
| Q1 2022 | $407,000 | +3.8% | 1,550 | +9.8% | 0.03% | +8.0% |
| Q4 2021 | $392,000 | +8.9% | 1,412 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $360,000 | +8.4% | 1,412 | +8.8% | 0.02% | +4.2% |
| Q2 2021 | $332,000 | +7.8% | 1,298 | 0.0% | 0.02% | -4.0% |
| Q1 2021 | $308,000 | +6.2% | 1,298 | 0.0% | 0.02% | +4.2% |
| Q4 2020 | $290,000 | +25.5% | 1,298 | +10.0% | 0.02% | +9.1% |
| Q3 2020 | $231,000 | +8.5% | 1,180 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $213,000 | -55.1% | 1,180 | -63.1% | 0.02% | -60.0% |
| Q1 2020 | $474,000 | -21.4% | 3,197 | 0.0% | 0.06% | -6.2% |
| Q4 2019 | $603,000 | +8.5% | 3,197 | 0.0% | 0.06% | 0.0% |
| Q3 2019 | $556,000 | +0.9% | 3,197 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $551,000 | +3.4% | 3,197 | 0.0% | 0.06% | 0.0% |
| Q1 2019 | $533,000 | +13.4% | 3,197 | 0.0% | 0.06% | +8.5% |
| Q4 2018 | $470,000 | -19.1% | 3,197 | -5.2% | 0.06% | -9.2% |
| Q3 2018 | $581,000 | +6.2% | 3,373 | 0.0% | 0.06% | -17.7% |
| Q2 2018 | $547,000 | +4.8% | 3,373 | +1.0% | 0.08% | 0.0% |
| Q1 2018 | $522,000 | +1.6% | 3,339 | +2.8% | 0.08% | +3.9% |
| Q4 2017 | $514,000 | +6.0% | 3,247 | +0.0% | 0.08% | 0.0% |
| Q3 2017 | $485,000 | +6.8% | 3,246 | +3.0% | 0.08% | +2.7% |
| Q2 2017 | $454,000 | -0.4% | 3,151 | -3.3% | 0.07% | -3.9% |
| Q1 2017 | $456,000 | +42.9% | 3,259 | +36.0% | 0.08% | +42.6% |
| Q4 2016 | $319,000 | +11.5% | 2,397 | +7.5% | 0.05% | +3.8% |
| Q3 2016 | $286,000 | +3.2% | 2,230 | 0.0% | 0.05% | +6.1% |
| Q2 2016 | $277,000 | +3.0% | 2,230 | 0.0% | 0.05% | +2.1% |
| Q1 2016 | $269,000 | +0.4% | 2,230 | +0.0% | 0.05% | +6.7% |
| Q4 2015 | $268,000 | +5.5% | 2,229 | 0.0% | 0.04% | 0.0% |
| Q3 2015 | $254,000 | -8.0% | 2,229 | 0.0% | 0.04% | 0.0% |
| Q2 2015 | $276,000 | 0.0% | 2,229 | 0.0% | 0.04% | +15.4% |
| Q1 2015 | $276,000 | +1.1% | 2,229 | 0.0% | 0.04% | 0.0% |
| Q4 2014 | $273,000 | +5.0% | 2,229 | 0.0% | 0.04% | 0.0% |
| Q3 2014 | $260,000 | -0.8% | 2,229 | 0.0% | 0.04% | +30.0% |
| Q2 2014 | $262,000 | +4.8% | 2,229 | 0.0% | 0.03% | -3.2% |
| Q1 2014 | $250,000 | +1.6% | 2,229 | +0.4% | 0.03% | -8.8% |
| Q4 2013 | $246,000 | +9.3% | 2,221 | 0.0% | 0.03% | -8.1% |
| Q3 2013 | $225,000 | +5.1% | 2,221 | 0.0% | 0.04% | -2.6% |
| Q2 2013 | $214,000 | – | 2,221 | – | 0.04% | – |
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% |