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 | $779,589 | -3.7% | 3,163 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $809,479 | +8.7% | 3,163 | +0.0% | 0.05% | 0.0% |
| Q1 2023 | $744,380 | +2.5% | 3,162 | -3.9% | 0.05% | -4.1% |
| Q4 2022 | $726,128 | +6.6% | 3,290 | +0.1% | 0.05% | -5.8% |
| Q3 2022 | $681,000 | -4.8% | 3,288 | 0.0% | 0.05% | -1.9% |
| Q2 2022 | $715,000 | -17.1% | 3,288 | +0.0% | 0.05% | -7.0% |
| Q1 2022 | $862,000 | -5.5% | 3,287 | +0.0% | 0.06% | -12.3% |
| Q4 2021 | $912,000 | +9.0% | 3,286 | +0.1% | 0.06% | -1.5% |
| Q3 2021 | $837,000 | -0.4% | 3,284 | 0.0% | 0.07% | -2.9% |
| Q2 2021 | $840,000 | +7.8% | 3,284 | +0.1% | 0.07% | 0.0% |
| Q1 2021 | $779,000 | +6.1% | 3,282 | 0.0% | 0.07% | -2.9% |
| Q4 2020 | $734,000 | +14.3% | 3,282 | +0.0% | 0.07% | -4.1% |
| Q3 2020 | $642,000 | +8.6% | 3,281 | +0.0% | 0.07% | 0.0% |
| Q2 2020 | $591,000 | +16.3% | 3,280 | -4.3% | 0.07% | -3.9% |
| Q1 2020 | $508,000 | -21.4% | 3,428 | 0.0% | 0.08% | +10.1% |
| Q4 2019 | $646,000 | +8.6% | 3,428 | +0.1% | 0.07% | -6.8% |
| Q3 2019 | $595,000 | +0.8% | 3,425 | 0.0% | 0.07% | +2.8% |
| Q2 2019 | $590,000 | +3.3% | 3,425 | +0.1% | 0.07% | -2.7% |
| Q1 2019 | $571,000 | +13.5% | 3,423 | +0.0% | 0.07% | -2.6% |
| Q4 2018 | $503,000 | -14.6% | 3,422 | +0.1% | 0.08% | -3.8% |
| Q3 2018 | $589,000 | +1.6% | 3,419 | -4.3% | 0.08% | -3.7% |
| Q2 2018 | $580,000 | +8.6% | 3,573 | +4.5% | 0.08% | +7.9% |
| Q1 2018 | $534,000 | -8.1% | 3,418 | -6.9% | 0.08% | -8.4% |
| Q4 2017 | $581,000 | +6.2% | 3,672 | +0.1% | 0.08% | 0.0% |
| Q3 2017 | $547,000 | +3.6% | 3,667 | +0.1% | 0.08% | -1.2% |
| Q2 2017 | $528,000 | +2.9% | 3,665 | 0.0% | 0.08% | -4.5% |
| Q1 2017 | $513,000 | +5.3% | 3,665 | +0.1% | 0.09% | -3.3% |
| Q4 2016 | $487,000 | +3.8% | 3,663 | +0.1% | 0.09% | -5.2% |
| Q3 2016 | $469,000 | +3.5% | 3,658 | +0.1% | 0.10% | -2.0% |
| Q2 2016 | $453,000 | +2.5% | 3,656 | 0.0% | 0.10% | -2.0% |
| Q1 2016 | $442,000 | +0.7% | 3,656 | +0.2% | 0.10% | -5.7% |
| Q4 2015 | $439,000 | +5.8% | 3,650 | +0.1% | 0.11% | -0.9% |
| Q3 2015 | $415,000 | +1.7% | 3,648 | +10.7% | 0.11% | +5.9% |
| Q2 2015 | $408,000 | – | 3,294 | – | 0.10% | – |
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% |