ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $475,171 | -3.7% | 1,939 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $493,437 | +8.1% | 1,939 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $456,460 | +106549.5% | 1,939 | 0.0% | 0.01% | +8.3% |
| Q4 2022 | $428 | -99.9% | 1,939 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $401,000 | -5.0% | 1,939 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $422,000 | -17.1% | 1,939 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $509,000 | -5.4% | 1,939 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $538,000 | +8.9% | 1,939 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $494,000 | -0.4% | 1,939 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $496,000 | +7.8% | 1,939 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $460,000 | +33.7% | 1,939 | +26.0% | 0.01% | +18.2% |
| Q4 2020 | $344,000 | +9.2% | 1,539 | -4.4% | 0.01% | -15.4% |
| Q3 2020 | $315,000 | +8.6% | 1,610 | 0.0% | 0.01% | +8.3% |
| Q2 2020 | $290,000 | +21.3% | 1,610 | 0.0% | 0.01% | +9.1% |
| Q1 2020 | $239,000 | -43.5% | 1,610 | -28.3% | 0.01% | -31.2% |
| Q4 2019 | $423,000 | +3.4% | 2,246 | -4.5% | 0.02% | -11.1% |
| Q3 2019 | $409,000 | +1.0% | 2,352 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $405,000 | +3.3% | 2,352 | 0.0% | 0.02% | 0.0% |
| Q1 2019 | $392,000 | +13.3% | 2,352 | 0.0% | 0.02% | +5.9% |
| Q4 2018 | $346,000 | -14.6% | 2,352 | 0.0% | 0.02% | +6.2% |
| Q3 2018 | $405,000 | +6.0% | 2,352 | 0.0% | 0.02% | -5.9% |
| Q2 2018 | $382,000 | +3.8% | 2,352 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $368,000 | -1.1% | 2,352 | 0.0% | 0.02% | -15.0% |
| Q4 2017 | $372,000 | +6.0% | 2,352 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $351,000 | +3.5% | 2,352 | 0.0% | 0.02% | -9.1% |
| Q2 2017 | $339,000 | +3.0% | 2,352 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $329,000 | +5.1% | 2,352 | 0.0% | 0.02% | -4.3% |
| Q4 2016 | $313,000 | +3.6% | 2,352 | 0.0% | 0.02% | -25.8% |
| Q3 2016 | $302,000 | +3.4% | 2,352 | 0.0% | 0.03% | -8.8% |
| Q2 2016 | $292,000 | +14.5% | 2,352 | +11.5% | 0.03% | +9.7% |
| Q1 2016 | $255,000 | – | 2,110 | – | 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% |