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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,083,489 | +6.9% | 23,036 | +0.3% | 0.10% | +3.1% |
| Q3 2022 | $4,755,000 | -5.6% | 22,966 | -0.9% | 0.10% | +3.2% |
| Q2 2022 | $5,037,000 | -20.3% | 23,172 | -3.8% | 0.10% | -2.1% |
| Q1 2022 | $6,318,000 | -5.9% | 24,082 | -0.5% | 0.10% | -1.0% |
| Q4 2021 | $6,717,000 | +4.3% | 24,205 | -3.9% | 0.10% | -3.9% |
| Q3 2021 | $6,443,000 | 0.0% | 25,178 | 0.0% | 0.10% | +20.0% |
| Q2 2021 | $6,443,000 | +7.9% | 25,178 | +0.0% | 0.08% | -5.6% |
| Q1 2021 | $5,973,000 | -24.7% | 25,177 | -29.0% | 0.09% | -26.8% |
| Q4 2020 | $7,930,000 | +47.4% | 35,472 | +29.0% | 0.12% | +33.7% |
| Q3 2020 | $5,381,000 | +883.7% | 27,493 | +523.1% | 0.09% | +300.0% |
| Q2 2016 | $547,000 | -9.0% | 4,412 | -11.2% | 0.02% | -11.5% |
| Q1 2016 | $601,000 | +4.3% | 4,970 | +3.9% | 0.03% | +4.0% |
| Q4 2015 | $576,000 | +36.5% | 4,784 | +29.0% | 0.02% | +38.9% |
| Q3 2015 | $422,000 | -78.1% | 3,708 | -76.1% | 0.02% | -75.7% |
| Q2 2015 | $1,926,000 | +101.9% | 15,535 | +101.6% | 0.07% | +105.6% |
| Q1 2015 | $954,000 | +33.2% | 7,706 | +31.6% | 0.04% | +33.3% |
| Q4 2014 | $716,000 | +19.9% | 5,855 | +14.6% | 0.03% | +17.4% |
| Q3 2014 | $597,000 | +113.2% | 5,111 | +114.8% | 0.02% | +130.0% |
| Q2 2014 | $280,000 | +225.6% | 2,379 | +209.0% | 0.01% | +233.3% |
| Q1 2014 | $86,000 | -98.8% | 770 | -98.8% | 0.00% | -98.9% |
| Q4 2013 | $7,093,000 | +9.4% | 64,100 | 0.0% | 0.27% | +5.0% |
| Q3 2013 | $6,483,000 | +6.2% | 64,100 | +1.3% | 0.26% | +1.6% |
| Q2 2013 | $6,102,000 | – | 63,300 | – | 0.26% | – |
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% |