ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $9,181 | +6.7% | 39 | 0.0% | 0.00% | – |
| Q4 2022 | $8,607 | -84.4% | 39 | -85.4% | 0.00% | -100.0% |
| Q3 2022 | $55,000 | -99.9% | 268 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $58,260,000 | -17.1% | 268 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $70,315,000 | -5.5% | 268 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $74,370,000 | -6.2% | 268 | -13.8% | 0.00% | 0.0% |
| Q3 2021 | $79,258,000 | -7.3% | 311 | -6.9% | 0.00% | -33.3% |
| Q2 2021 | $85,473,000 | +7.9% | 334 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $79,234,000 | +6.1% | 334 | 0.0% | 0.00% | -25.0% |
| Q4 2020 | $74,665,000 | +16.3% | 334 | +1.8% | 0.00% | 0.0% |
| Q3 2020 | $64,192,000 | +8.7% | 328 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $59,059,000 | +21.4% | 328 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $48,652,000 | -26.7% | 328 | -6.8% | 0.00% | -20.0% |
| Q4 2019 | $66,348,000 | +8.5% | 352 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $61,167,000 | +0.8% | 352 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $60,670,000 | +3.4% | 352 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $58,678,000 | +10.0% | 352 | -3.0% | 0.01% | 0.0% |
| Q4 2018 | $53,331,000 | -14.7% | 363 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $62,544,000 | +6.2% | 363 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $58,911,000 | +2.4% | 363 | -1.4% | 0.01% | +20.0% |
| Q1 2018 | $57,533,000 | -1.2% | 368 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $58,206,000 | +6.0% | 368 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $54,935,000 | +17.0% | 368 | +12.9% | 0.01% | +25.0% |
| Q2 2017 | $46,950,000 | +2.9% | 326 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $45,607,000 | +5.2% | 326 | 0.0% | 0.00% | +33.3% |
| Q4 2016 | $43,351,000 | -3.4% | 326 | -6.9% | 0.00% | 0.0% |
| Q3 2016 | $44,866,000 | +3.4% | 350 | 0.0% | 0.00% | +50.0% |
| Q2 2016 | $43,407,000 | +4.4% | 350 | +1.7% | 0.00% | 0.0% |
| Q1 2016 | $41,576,000 | -11.4% | 344 | -11.8% | 0.00% | 0.0% |
| Q4 2015 | $46,920,000 | +5.6% | 390 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $44,417,000 | -17.3% | 390 | -9.9% | 0.00% | 0.0% |
| Q2 2015 | $53,683,000 | -52.3% | 433 | -52.3% | 0.00% | -60.0% |
| Q1 2015 | $112,456,000 | -16.0% | 908 | -17.1% | 0.01% | -16.7% |
| Q4 2014 | $133,908,000 | -3.2% | 1,095 | -7.5% | 0.01% | -14.3% |
| Q3 2014 | $138,279,000 | -2.0% | 1,184 | -1.3% | 0.01% | 0.0% |
| Q2 2014 | $141,170,000 | -2.2% | 1,199 | -6.7% | 0.01% | 0.0% |
| Q1 2014 | $144,318,000 | -9.4% | 1,285 | -10.7% | 0.01% | +16.7% |
| Q4 2013 | $159,225,000 | +9.4% | 1,439 | 0.0% | 0.01% | +20.0% |
| Q3 2013 | $145,540,000 | -24.3% | 1,439 | -27.9% | 0.01% | -16.7% |
| Q2 2013 | $192,318,000 | – | 1,995 | – | 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% |