ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $367,590 | -72.1% | 1,500 | -75.3% | 0.01% | -78.4% |
| Q2 2022 | $1,318,000 | +31.9% | 6,065 | +68.5% | 0.04% | -9.8% |
| Q4 2021 | $999,000 | +129.7% | 3,600 | +111.8% | 0.04% | +173.3% |
| Q2 2021 | $435,000 | +22.2% | 1,700 | +13.3% | 0.02% | -25.0% |
| Q1 2021 | $356,000 | -75.9% | 1,500 | -81.7% | 0.02% | -81.1% |
| Q2 2020 | $1,476,000 | +80.0% | 8,200 | +66.7% | 0.11% | -22.6% |
| Q1 2019 | $820,000 | +56.2% | 4,920 | +61.4% | 0.14% | +50.5% |
| Q3 2018 | $525,000 | -56.7% | 3,048 | -60.3% | 0.09% | +16.7% |
| Q4 2017 | $1,213,000 | – | 7,671 | – | 0.08% | – |
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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% |