ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $604,344 | -2.2% | 2,456 | +1.2% | 0.02% | +14.3% |
Q2 2023 | $617,877 | +7.1% | 2,428 | -0.9% | 0.01% | -6.7% |
Q1 2023 | $576,921 | +4.5% | 2,451 | -2.0% | 0.02% | 0.0% |
Q4 2022 | $551,838 | +3.3% | 2,501 | -3.1% | 0.02% | -6.2% |
Q3 2022 | $534,000 | +10.8% | 2,581 | +16.5% | 0.02% | -20.0% |
Q2 2022 | $482,000 | -22.5% | 2,215 | -6.5% | 0.02% | 0.0% |
Q1 2022 | $622,000 | -5.3% | 2,369 | +0.1% | 0.02% | +5.3% |
Q4 2021 | $657,000 | +8.8% | 2,367 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $604,000 | -0.3% | 2,367 | 0.0% | 0.02% | -5.0% |
Q2 2021 | $606,000 | +3.6% | 2,367 | -4.0% | 0.02% | -4.8% |
Q1 2021 | $585,000 | +6400.0% | 2,465 | +2981.2% | 0.02% | – |
Q4 2014 | $9,000 | -99.4% | 80 | +566.7% | 0.00% | – |
Q2 2014 | $1,388,000 | – | 12 | – | 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% |