ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,822 | -99.6% | 48,241 | +327.7% | 1.49% | +300.5% |
| Q2 2023 | $2,870,364 | +20.7% | 11,279 | +11.7% | 0.37% | +3.9% |
| Q1 2023 | $2,377,762 | +5.1% | 10,100 | -1.4% | 0.36% | -1.6% |
| Q4 2022 | $2,261,440 | +1.3% | 10,247 | -5.0% | 0.36% | +89.6% |
| Q3 2022 | $2,233,000 | -64.3% | 10,786 | -62.6% | 0.19% | -80.4% |
| Q2 2022 | $6,261,000 | +116.3% | 28,803 | +161.1% | 0.98% | +119.0% |
| Q1 2022 | $2,894,000 | -6.1% | 11,030 | -0.7% | 0.45% | +282.9% |
| Q4 2021 | $3,081,000 | +10.3% | 11,105 | +1.3% | 0.12% | -72.5% |
| Q3 2021 | $2,793,000 | +4.3% | 10,959 | +4.7% | 0.42% | +4.7% |
| Q2 2021 | $2,679,000 | +5.3% | 10,468 | -2.4% | 0.41% | +0.5% |
| Q1 2021 | $2,543,000 | +13.3% | 10,722 | +6.8% | 0.40% | +8.3% |
| Q4 2020 | $2,244,000 | +34.5% | 10,038 | +17.7% | 0.37% | +18.0% |
| Q3 2020 | $1,669,000 | +11.8% | 8,527 | +2.9% | 0.32% | +7.5% |
| Q2 2020 | $1,493,000 | +23.6% | 8,289 | +1.8% | 0.29% | -5.5% |
| Q1 2020 | $1,208,000 | -25.7% | 8,142 | -5.6% | 0.31% | -2.8% |
| Q4 2019 | $1,626,000 | +16.1% | 8,627 | +7.0% | 0.32% | +6.3% |
| Q3 2019 | $1,401,000 | +5.5% | 8,062 | +4.7% | 0.30% | -5.6% |
| Q2 2019 | $1,328,000 | +17.1% | 7,703 | +13.3% | 0.32% | +0.3% |
| Q1 2019 | $1,134,000 | +16.9% | 6,801 | +3.0% | 0.32% | -12.2% |
| Q4 2018 | $970,000 | +0.9% | 6,605 | +18.4% | 0.36% | +20.3% |
| Q3 2018 | $961,000 | +4.5% | 5,577 | -1.6% | 0.30% | -7.1% |
| Q2 2018 | $920,000 | +14.6% | 5,668 | +10.3% | 0.32% | +34.4% |
| Q1 2018 | $803,000 | -3.3% | 5,137 | -2.2% | 0.24% | -3.6% |
| Q4 2017 | $830,000 | +12.5% | 5,250 | +6.2% | 0.25% | +39.7% |
| Q3 2017 | $738,000 | +7.4% | 4,944 | +3.7% | 0.18% | +0.6% |
| Q2 2017 | $687,000 | -9.7% | 4,769 | -12.3% | 0.18% | -16.0% |
| Q1 2017 | $761,000 | -20.1% | 5,439 | -24.1% | 0.21% | -26.6% |
| Q4 2016 | $953,000 | +8.5% | 7,165 | +4.7% | 0.29% | +13.3% |
| Q3 2016 | $878,000 | +9.9% | 6,845 | +6.3% | 0.26% | +189.8% |
| Q2 2016 | $799,000 | +7.1% | 6,441 | +4.3% | 0.09% | -69.0% |
| Q1 2016 | $746,000 | -8.9% | 6,176 | -9.3% | 0.28% | -8.7% |
| Q4 2015 | $819,000 | +4.2% | 6,807 | -1.3% | 0.31% | -5.2% |
| Q3 2015 | $786,000 | -20.7% | 6,899 | -13.7% | 0.33% | +21.5% |
| Q2 2015 | $991,000 | -3.9% | 7,995 | -4.0% | 0.27% | -31.3% |
| Q1 2015 | $1,031,000 | +9.4% | 8,327 | +8.1% | 0.39% | +1.0% |
| Q4 2014 | $942,000 | -43.8% | 7,706 | -46.3% | 0.39% | -47.2% |
| Q3 2014 | $1,675,000 | -13.8% | 14,343 | -13.1% | 0.74% | -16.1% |
| Q2 2014 | $1,944,000 | +0.5% | 16,514 | -4.1% | 0.88% | -7.8% |
| Q1 2014 | $1,934,000 | -55.1% | 17,220 | -55.7% | 0.95% | -60.7% |
| Q4 2013 | $4,304,000 | +140.7% | 38,900 | +121.8% | 2.42% | +124.3% |
| Q3 2013 | $1,788,000 | -27.7% | 17,537 | -31.6% | 1.08% | -24.8% |
| Q2 2013 | $2,473,000 | – | 25,657 | – | 1.44% | – |
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% |