ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 514 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.66 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $6,356 | +6.7% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $5,958 | -99.9% | 27 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,590,000 | -4.8% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,869,000 | -17.2% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $7,084,000 | -5.4% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $7,492,000 | +8.9% | 27 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,880,000 | -0.4% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,909,000 | +7.9% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,405,000 | +6.1% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,035,000 | +24.1% | 27 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,862,000 | +21.4% | 27 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,005,000 | -21.3% | 27 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,089,000 | +8.5% | 27 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,691,000 | +0.8% | 27 | 0.0% | 0.00% | -50.0% |
| Q2 2019 | $4,653,000 | – | 27 | – | 0.00% | – |
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% |