ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 234 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.73 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $2,060,931 | +1084.4% | 9,339 | +919.5% | 0.00% | – |
| Q4 2019 | $174,000 | +9.4% | 916 | -0.8% | 0.00% | – |
| Q2 2019 | $159,000 | +2.6% | 923 | -0.6% | 0.00% | – |
| Q1 2019 | $155,000 | -74.1% | 929 | -77.2% | 0.00% | -100.0% |
| Q4 2018 | $599,000 | +11880.0% | 4,078 | +15003.7% | 0.00% | – |
| Q3 2018 | $5,000 | +25.0% | 27 | 0.0% | 0.00% | – |
| Q2 2018 | $4,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q1 2018 | $4,000 | 0.0% | 27 | 0.0% | 0.00% | – |
| Q4 2017 | $4,000 | -69.2% | 27 | -73.8% | 0.00% | – |
| Q2 2015 | $13,000 | -48.0% | 103 | -49.0% | 0.00% | – |
| Q1 2015 | $25,000 | -96.6% | 202 | -96.7% | 0.00% | -100.0% |
| Q4 2014 | $738,000 | +858.4% | 6,031 | +765.3% | 0.00% | – |
| Q4 2013 | $77,000 | – | 697 | – | 0.00% | – |
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% |