ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,670,958 | -3.7% | 35,383 | 0.0% | 0.13% | -4.5% |
| Q2 2023 | $9,004,266 | +8.1% | 35,383 | 0.0% | 0.13% | -5.0% |
| Q1 2023 | $8,329,512 | +6.7% | 35,383 | 0.0% | 0.14% | +12.0% |
| Q4 2022 | $7,808,320 | +6.6% | 35,383 | 0.0% | 0.12% | -1.6% |
| Q3 2022 | $7,326,000 | +119.8% | 35,383 | +130.8% | 0.13% | +135.2% |
| Q2 2022 | $3,333,000 | -31.3% | 15,332 | -17.1% | 0.05% | -16.9% |
| Q1 2022 | $4,851,000 | +263.6% | 18,490 | +284.6% | 0.06% | +282.4% |
| Q4 2021 | $1,334,000 | +8.9% | 4,807 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $1,225,000 | -0.4% | 4,807 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,230,000 | +7.9% | 4,807 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $1,140,000 | +6.0% | 4,807 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $1,075,000 | +14.2% | 4,807 | 0.0% | 0.02% | +5.9% |
| Q3 2020 | $941,000 | +8.7% | 4,807 | 0.0% | 0.02% | -5.6% |
| Q2 2020 | $866,000 | +21.5% | 4,807 | 0.0% | 0.02% | -14.3% |
| Q1 2020 | $713,000 | -21.3% | 4,807 | 0.0% | 0.02% | -4.5% |
| Q4 2019 | $906,000 | +8.5% | 4,807 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $835,000 | +0.7% | 4,807 | 0.0% | 0.02% | -8.3% |
| Q2 2019 | $829,000 | +3.5% | 4,807 | 0.0% | 0.02% | -4.0% |
| Q1 2019 | $801,000 | +15.8% | 4,807 | +2.1% | 0.02% | -10.7% |
| Q4 2018 | $692,000 | -14.7% | 4,709 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $811,000 | +6.2% | 4,709 | 0.0% | 0.03% | -3.4% |
| Q2 2018 | $764,000 | – | 4,709 | – | 0.03% | – |
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% |