ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,134 | -3.7% | 1,498 | 0.0% | 0.05% | -2.0% |
| Q2 2023 | $381,247 | +8.3% | 1,498 | +0.1% | 0.05% | 0.0% |
| Q1 2023 | $352,182 | -75.7% | 1,496 | -77.2% | 0.05% | -77.6% |
| Q4 2022 | $1,449,454 | +8.7% | 6,568 | +1.9% | 0.23% | -0.4% |
| Q3 2022 | $1,334,000 | -15.1% | 6,445 | +0.0% | 0.23% | -6.5% |
| Q2 2022 | $1,571,000 | -7.0% | 6,442 | +0.1% | 0.24% | -3.2% |
| Q1 2022 | $1,689,000 | -5.4% | 6,438 | +0.0% | 0.25% | +25.9% |
| Q4 2021 | $1,786,000 | -5.0% | 6,435 | -12.8% | 0.20% | -17.3% |
| Q3 2021 | $1,880,000 | -2.2% | 7,377 | -1.8% | 0.24% | +13.6% |
| Q2 2021 | $1,922,000 | -21.6% | 7,509 | -27.4% | 0.21% | -10.5% |
| Q1 2021 | $2,452,000 | -19.7% | 10,336 | -24.3% | 0.24% | -12.1% |
| Q4 2020 | $3,052,000 | +12.8% | 13,651 | -1.2% | 0.27% | +10.6% |
| Q3 2020 | $2,705,000 | +3.2% | 13,822 | -5.1% | 0.25% | -9.2% |
| Q2 2020 | $2,622,000 | +201.0% | 14,562 | +147.9% | 0.27% | +139.8% |
| Q1 2020 | $871,000 | -21.2% | 5,874 | +0.1% | 0.11% | -5.8% |
| Q4 2019 | $1,106,000 | +7.5% | 5,870 | -0.9% | 0.12% | -4.8% |
| Q3 2019 | $1,029,000 | +0.9% | 5,922 | +0.1% | 0.13% | +7.7% |
| Q2 2019 | $1,020,000 | +8.4% | 5,918 | +4.8% | 0.12% | +7.3% |
| Q1 2019 | $941,000 | +21.6% | 5,645 | +7.2% | 0.11% | +3.8% |
| Q4 2018 | $774,000 | -14.7% | 5,268 | +0.0% | 0.10% | -7.1% |
| Q3 2018 | $907,000 | +6.2% | 5,266 | +0.0% | 0.11% | -0.9% |
| Q2 2018 | $854,000 | +7.7% | 5,265 | +3.7% | 0.11% | +5.6% |
| Q1 2018 | $793,000 | -1.2% | 5,075 | 0.0% | 0.11% | -2.7% |
| Q4 2017 | $803,000 | +5.9% | 5,075 | 0.0% | 0.11% | -3.5% |
| Q3 2017 | $758,000 | +3.7% | 5,075 | 0.0% | 0.12% | -21.8% |
| Q2 2017 | $731,000 | +3.0% | 5,075 | 0.0% | 0.15% | +2.8% |
| Q1 2017 | $710,000 | +5.2% | 5,075 | 0.0% | 0.14% | -5.9% |
| Q4 2016 | $675,000 | +3.7% | 5,075 | 0.0% | 0.15% | -38.5% |
| Q3 2016 | $651,000 | +3.5% | 5,075 | 0.0% | 0.25% | -8.9% |
| Q2 2016 | $629,000 | +2.6% | 5,075 | 0.0% | 0.27% | -12.3% |
| Q1 2016 | $613,000 | -0.3% | 5,075 | -0.7% | 0.31% | -6.9% |
| Q4 2015 | $615,000 | +5.7% | 5,111 | 0.0% | 0.33% | +2.2% |
| Q3 2015 | $582,000 | -10.2% | 5,111 | 0.0% | 0.32% | +5.2% |
| Q2 2015 | $648,000 | +2.4% | 5,111 | 0.0% | 0.31% | -2.5% |
| Q1 2015 | $633,000 | – | 5,111 | – | 0.32% | – |
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% |