ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $685,433 | -5.4% | 2,797 | -1.7% | 0.01% | -6.7% |
Q2 2023 | $724,250 | +8.1% | 2,846 | 0.0% | 0.02% | +7.1% |
Q1 2023 | $669,977 | +6.7% | 2,846 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $628,055 | +6.6% | 2,846 | 0.0% | 0.01% | +16.7% |
Q3 2022 | $589,000 | +4.2% | 2,846 | +9.5% | 0.01% | +9.1% |
Q2 2022 | $565,000 | -28.6% | 2,600 | -13.8% | 0.01% | -21.4% |
Q1 2022 | $791,000 | +64.8% | 3,015 | +74.2% | 0.01% | +75.0% |
Q4 2021 | $480,000 | – | 1,731 | – | 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% |