ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,912 | +26.7% | 1,101 | +31.1% | 0.00% | 0.0% |
| Q2 2023 | $213,753 | -29.7% | 840 | -39.0% | 0.00% | 0.0% |
| Q4 2022 | $304,054 | -49.9% | 1,377 | -50.7% | 0.00% | -50.0% |
| Q2 2022 | $607,000 | -46.6% | 2,793 | -37.4% | 0.00% | -33.3% |
| Q3 2021 | $1,137,000 | -0.4% | 4,463 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,142,000 | +7.8% | 4,463 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,059,000 | +5.0% | 4,463 | -1.1% | 0.00% | 0.0% |
| Q4 2020 | $1,009,000 | +12.0% | 4,512 | -2.0% | 0.00% | -25.0% |
| Q3 2020 | $901,000 | +14916.7% | 4,603 | +11407.5% | 0.00% | – |
| Q4 2017 | $6,000 | – | 40 | – | 0.00% | – |
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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% |