ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $795 | -16.7% | 3,245 | -13.4% | 0.00% | 0.0% |
| Q2 2023 | $954 | -3.1% | 3,749 | -10.4% | 0.00% | -25.0% |
| Q1 2023 | $985 | -35.4% | 4,182 | -39.5% | 0.00% | -33.3% |
| Q4 2022 | $1,525 | -99.8% | 6,909 | +46.1% | 0.01% | +50.0% |
| Q3 2022 | $979,000 | +22.7% | 4,728 | +30.5% | 0.00% | 0.0% |
| Q2 2022 | $798,000 | -15.9% | 3,624 | +0.2% | 0.00% | 0.0% |
| Q1 2022 | $949,000 | -32.8% | 3,616 | -28.9% | 0.00% | -20.0% |
| Q4 2021 | $1,412,000 | +53.1% | 5,088 | +40.7% | 0.01% | +25.0% |
| Q3 2021 | $922,000 | -0.3% | 3,616 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $925,000 | +21.6% | 3,616 | +12.8% | 0.00% | 0.0% |
| Q1 2021 | $761,000 | +4.0% | 3,206 | -2.1% | 0.00% | 0.0% |
| Q4 2020 | $732,000 | +12.4% | 3,276 | -1.5% | 0.00% | 0.0% |
| Q3 2020 | $651,000 | +2.4% | 3,326 | -5.8% | 0.00% | 0.0% |
| Q2 2020 | $636,000 | -0.2% | 3,531 | -17.8% | 0.00% | -20.0% |
| Q1 2020 | $637,000 | -10.9% | 4,295 | +13.2% | 0.01% | 0.0% |
| Q4 2019 | $715,000 | +13.9% | 3,794 | +5.0% | 0.01% | 0.0% |
| Q3 2019 | $628,000 | +0.8% | 3,615 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $623,000 | +9.5% | 3,615 | +5.9% | 0.01% | 0.0% |
| Q1 2019 | $569,000 | -55.7% | 3,412 | -60.9% | 0.01% | -58.3% |
| Q4 2018 | $1,283,000 | +158.7% | 8,732 | +203.5% | 0.01% | +200.0% |
| Q3 2018 | $496,000 | -2.7% | 2,877 | -8.4% | 0.00% | -20.0% |
| Q2 2018 | $510,000 | +15.4% | 3,142 | +11.0% | 0.01% | +25.0% |
| Q1 2018 | $442,000 | -7.5% | 2,830 | -6.3% | 0.00% | -20.0% |
| Q4 2017 | $478,000 | +9.1% | 3,019 | +3.0% | 0.01% | 0.0% |
| Q3 2017 | $438,000 | -2.4% | 2,931 | -6.1% | 0.01% | -16.7% |
| Q2 2017 | $449,000 | +3.0% | 3,120 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $436,000 | -99.8% | 3,120 | +40.1% | 0.01% | 0.0% |
| Q2 2014 | $262,207,000 | +10.0% | 2,227 | +4.9% | 0.01% | 0.0% |
| Q1 2014 | $238,335,000 | +11.0% | 2,122 | +9.3% | 0.01% | 0.0% |
| Q4 2013 | $214,772,000 | – | 1,941 | – | 0.01% | – |
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% |