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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $17,434 | +9.0% | 79 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $16,000 | -5.9% | 79 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $17,000 | -19.0% | 79 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $21,000 | -4.5% | 79 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $22,000 | +10.0% | 79 | 0.0% | 0.01% | +25.0% |
| Q3 2021 | $20,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | +5.3% | 79 | 0.0% | 0.00% | -20.0% |
| Q1 2021 | $19,000 | +5.6% | 79 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $18,000 | +20.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $15,000 | +7.1% | 79 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $14,000 | +16.7% | 79 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $12,000 | -20.0% | 79 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $15,000 | +7.1% | 79 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $14,000 | 0.0% | 79 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $14,000 | +7.7% | 79 | 0.0% | 0.01% | +25.0% |
| Q1 2019 | $13,000 | – | 79 | – | 0.00% | – |
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% |