ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $22,604,069 | +6.8% | 96,020 | +0.1% | 3.28% | +0.5% |
| Q4 2022 | $21,158,798 | +7.7% | 95,880 | +1.0% | 3.26% | -5.2% |
| Q3 2022 | $19,654,000 | -7.5% | 94,930 | -2.9% | 3.44% | -6.6% |
| Q2 2022 | $21,257,000 | -16.6% | 97,782 | +0.7% | 3.69% | -5.8% |
| Q1 2022 | $25,478,000 | -52.6% | 97,106 | -49.8% | 3.92% | -52.8% |
| Q4 2021 | $53,700,000 | +17.1% | 193,513 | +7.5% | 8.30% | +6.6% |
| Q3 2021 | $45,872,000 | +0.7% | 179,997 | +1.1% | 7.78% | -0.9% |
| Q2 2021 | $45,549,000 | +20.0% | 177,988 | +11.2% | 7.86% | +6.8% |
| Q1 2021 | $37,969,000 | +79.8% | 160,050 | +69.5% | 7.36% | +65.1% |
| Q4 2020 | $21,112,000 | +109.0% | 94,439 | +82.9% | 4.46% | +80.7% |
| Q3 2020 | $10,103,000 | +47.3% | 51,624 | +35.6% | 2.47% | +34.4% |
| Q2 2020 | $6,857,000 | +269.6% | 38,084 | +204.5% | 1.84% | +223.8% |
| Q1 2020 | $1,855,000 | +166.9% | 12,506 | +239.1% | 0.57% | +218.5% |
| Q4 2019 | $695,000 | – | 3,688 | – | 0.18% | – |
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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% |