ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $250,772 | +7.7% | 989 | 0.0% | 0.04% | -4.3% |
| Q1 2023 | $232,820 | -21.2% | 989 | 0.0% | 0.05% | -19.0% |
| Q4 2022 | $295,601 | +44.2% | 989 | 0.0% | 0.06% | -19.4% |
| Q3 2022 | $205,000 | -4.7% | 989 | 0.0% | 0.07% | +24.1% |
| Q2 2022 | $215,000 | -17.0% | 989 | 0.0% | 0.06% | +38.1% |
| Q1 2022 | $259,000 | -5.8% | 989 | 0.0% | 0.04% | +7.7% |
| Q4 2021 | $275,000 | +8.3% | 989 | 0.0% | 0.04% | +5.4% |
| Q3 2021 | $254,000 | 0.0% | 989 | 0.0% | 0.04% | +37.0% |
| Q2 2021 | $254,000 | +8.5% | 989 | 0.0% | 0.03% | -25.0% |
| Q1 2021 | $234,000 | +5.9% | 989 | 0.0% | 0.04% | 0.0% |
| Q4 2020 | $221,000 | -1.3% | 989 | -34.9% | 0.04% | -71.2% |
| Q1 2020 | $224,000 | -28.0% | 1,519 | -8.2% | 0.12% | +60.3% |
| Q4 2019 | $311,000 | +8.0% | 1,654 | 0.0% | 0.08% | -2.5% |
| Q3 2019 | $288,000 | – | 1,654 | – | 0.08% | – |
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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% |