ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $490,375 | -3.4% | 2,001 | -7.4% | 0.00% | 0.0% |
Q1 2023 | $507,823 | +6.5% | 2,161 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $476,895 | +6.7% | 2,161 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $447,000 | +89.4% | 2,161 | +99.0% | 0.00% | +100.0% |
Q2 2022 | $236,000 | -66.2% | 1,086 | -59.2% | 0.00% | -50.0% |
Q1 2022 | $699,000 | -5.4% | 2,664 | +0.1% | 0.00% | -20.0% |
Q4 2021 | $739,000 | +49.9% | 2,662 | +37.6% | 0.01% | +25.0% |
Q3 2021 | $493,000 | 0.0% | 1,934 | +0.4% | 0.00% | 0.0% |
Q2 2021 | $493,000 | +7.2% | 1,926 | -0.7% | 0.00% | 0.0% |
Q1 2021 | $460,000 | -24.1% | 1,939 | -28.5% | 0.00% | -33.3% |
Q4 2020 | $606,000 | +10.6% | 2,711 | -3.2% | 0.01% | 0.0% |
Q3 2020 | $548,000 | +8.5% | 2,800 | 0.0% | 0.01% | -14.3% |
Q2 2020 | $505,000 | +19.4% | 2,800 | -1.8% | 0.01% | +16.7% |
Q1 2020 | $423,000 | -20.3% | 2,850 | +1.1% | 0.01% | 0.0% |
Q4 2019 | $531,000 | +15.4% | 2,820 | +6.4% | 0.01% | +20.0% |
Q3 2019 | $460,000 | – | 2,650 | – | 0.01% | – |
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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% |