ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $446,000 | -8.2% | 1,700 | -2.9% | 0.02% | 0.0% |
| Q4 2021 | $486,000 | +5.9% | 1,750 | -2.8% | 0.02% | -4.0% |
| Q3 2021 | $459,000 | -0.4% | 1,800 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $461,000 | +8.0% | 1,800 | 0.0% | 0.02% | +4.2% |
| Q1 2021 | $427,000 | +6.2% | 1,800 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $402,000 | +12.9% | 1,800 | -1.0% | 0.02% | 0.0% |
| Q3 2020 | $356,000 | +8.9% | 1,818 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $327,000 | +12.0% | 1,818 | -7.6% | 0.02% | -7.7% |
| Q1 2020 | $292,000 | -23.2% | 1,968 | -2.5% | 0.03% | +4.0% |
| Q4 2019 | $380,000 | +8.3% | 2,018 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $351,000 | -2.8% | 2,018 | -3.8% | 0.02% | -7.4% |
| Q2 2019 | $361,000 | -5.7% | 2,097 | -8.8% | 0.03% | -6.9% |
| Q1 2019 | $383,000 | +13.3% | 2,300 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $338,000 | -14.6% | 2,300 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $396,000 | +5.3% | 2,300 | -0.6% | 0.03% | -3.3% |
| Q2 2018 | $376,000 | -6.9% | 2,315 | -10.3% | 0.03% | -9.1% |
| Q1 2018 | $404,000 | -0.5% | 2,581 | +0.6% | 0.03% | -2.9% |
| Q4 2017 | $406,000 | +3.6% | 2,566 | -2.3% | 0.03% | 0.0% |
| Q3 2017 | $392,000 | -1.3% | 2,626 | -4.7% | 0.03% | -2.9% |
| Q2 2017 | $397,000 | +2.1% | 2,756 | -0.8% | 0.04% | +6.1% |
| Q1 2017 | $389,000 | +5.1% | 2,779 | 0.0% | 0.03% | -2.9% |
| Q4 2016 | $370,000 | +4.8% | 2,779 | +0.8% | 0.03% | +3.0% |
| Q3 2016 | $353,000 | +3.2% | 2,757 | 0.0% | 0.03% | -2.9% |
| Q2 2016 | $342,000 | -0.6% | 2,757 | -3.1% | 0.03% | -5.6% |
| Q1 2016 | $344,000 | +12.8% | 2,846 | +12.4% | 0.04% | +12.5% |
| Q4 2015 | $305,000 | +5.9% | 2,531 | 0.0% | 0.03% | +3.2% |
| Q3 2015 | $288,000 | -11.9% | 2,531 | -4.0% | 0.03% | -8.8% |
| Q2 2015 | $327,000 | -2.4% | 2,636 | -2.6% | 0.03% | 0.0% |
| Q1 2015 | $335,000 | +0.9% | 2,707 | -0.3% | 0.03% | 0.0% |
| Q4 2014 | $332,000 | +3.1% | 2,714 | -1.7% | 0.03% | 0.0% |
| Q3 2014 | $322,000 | 0.0% | 2,761 | +1.0% | 0.03% | 0.0% |
| Q2 2014 | $322,000 | +4.9% | 2,735 | 0.0% | 0.03% | +3.0% |
| Q1 2014 | $307,000 | +3.4% | 2,735 | +1.9% | 0.03% | +3.1% |
| Q4 2013 | $297,000 | +9.2% | 2,685 | -0.1% | 0.03% | 0.0% |
| Q3 2013 | $272,000 | +3.0% | 2,689 | -1.8% | 0.03% | -3.0% |
| Q2 2013 | $264,000 | – | 2,739 | – | 0.03% | – |
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% |