ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $356 | -6.8% | 1,451 | -3.3% | 0.02% | -4.0% |
| Q2 2023 | $382 | -7.3% | 1,501 | -14.3% | 0.02% | -10.7% |
| Q1 2023 | $412 | +6.7% | 1,751 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $386 | -99.9% | 1,751 | -32.7% | 0.03% | -33.3% |
| Q3 2022 | $539,000 | -28.1% | 2,601 | -24.6% | 0.04% | -25.0% |
| Q2 2022 | $750,000 | -17.1% | 3,451 | 0.0% | 0.06% | +1.8% |
| Q1 2022 | $905,000 | – | 3,451 | – | 0.06% | – |
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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% |