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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $294,202 | -3.7% | 1,201 | 0.0% | 0.20% | +5.3% |
Q2 2023 | $305,511 | +8.1% | 1,201 | 0.0% | 0.19% | +5.1% |
Q1 2023 | $282,617 | +6.7% | 1,201 | 0.0% | 0.18% | +1.1% |
Q4 2022 | $264,933 | +6.4% | 1,201 | 0.0% | 0.18% | 0.0% |
Q3 2022 | $249,000 | -4.6% | 1,201 | 0.0% | 0.18% | +0.6% |
Q2 2022 | $261,000 | -23.5% | 1,201 | -7.7% | 0.18% | -14.6% |
Q1 2022 | $341,000 | -40.6% | 1,301 | -37.1% | 0.20% | -39.7% |
Q4 2021 | $574,000 | +8.9% | 2,068 | 0.0% | 0.34% | +1.2% |
Q3 2021 | $527,000 | -22.6% | 2,068 | -20.8% | 0.34% | -20.2% |
Q2 2021 | $681,000 | – | 2,611 | – | 0.42% | – |
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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% |