ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $620,982 | -10.7% | 2,534 | -7.3% | 0.00% | 0.0% |
| Q2 2023 | $695,748 | +6.2% | 2,734 | -1.8% | 0.00% | 0.0% |
| Q1 2023 | $655,381 | +6.5% | 2,784 | -0.2% | 0.00% | 0.0% |
| Q4 2022 | $615,477 | +6.7% | 2,789 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $577,000 | -4.8% | 2,789 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $606,000 | -17.2% | 2,789 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $732,000 | -0.8% | 2,789 | +4.9% | 0.00% | 0.0% |
| Q4 2021 | $738,000 | +10.6% | 2,658 | +1.5% | 0.00% | 0.0% |
| Q3 2021 | $667,000 | -3.8% | 2,618 | -3.3% | 0.00% | 0.0% |
| Q2 2021 | $693,000 | +7.3% | 2,708 | -0.6% | 0.00% | 0.0% |
| Q1 2021 | $646,000 | +6.1% | 2,723 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $609,000 | +14.3% | 2,723 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $533,000 | -39.4% | 2,723 | -44.3% | 0.00% | 0.0% |
| Q2 2020 | $880,000 | +21.4% | 4,890 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $725,000 | -21.2% | 4,890 | +0.1% | 0.00% | 0.0% |
| Q4 2019 | $920,000 | +8.4% | 4,885 | +0.0% | 0.00% | 0.0% |
| Q3 2019 | $849,000 | +0.8% | 4,883 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $842,000 | -0.6% | 4,883 | -3.9% | 0.00% | 0.0% |
| Q1 2019 | $847,000 | -17.2% | 5,083 | -26.9% | 0.00% | 0.0% |
| Q4 2018 | $1,023,000 | +14.6% | 6,958 | +34.3% | 0.00% | 0.0% |
| Q3 2018 | $893,000 | +4.2% | 5,180 | -1.9% | 0.00% | 0.0% |
| Q2 2018 | $857,000 | +103.1% | 5,280 | +95.6% | 0.00% | – |
| Q1 2018 | $422,000 | -1.2% | 2,700 | 0.0% | 0.00% | – |
| Q4 2017 | $427,000 | +6.0% | 2,700 | 0.0% | 0.00% | -100.0% |
| Q3 2017 | $403,000 | -62.1% | 2,700 | -63.4% | 0.00% | 0.0% |
| Q2 2017 | $1,063,000 | -16.4% | 7,384 | -18.7% | 0.00% | -50.0% |
| Q1 2017 | $1,271,000 | -0.8% | 9,083 | -5.7% | 0.00% | 0.0% |
| Q4 2016 | $1,281,000 | +32.6% | 9,633 | +27.9% | 0.00% | +100.0% |
| Q3 2016 | $966,000 | -91.5% | 7,534 | -91.8% | 0.00% | -93.8% |
| Q2 2016 | $11,427,000 | -2.7% | 92,139 | -5.2% | 0.02% | 0.0% |
| Q1 2016 | $11,746,000 | -12.2% | 97,185 | -12.6% | 0.02% | -11.1% |
| Q4 2015 | $13,375,000 | +53.0% | 111,173 | +44.8% | 0.02% | +63.6% |
| Q3 2015 | $8,743,000 | +27.1% | 76,763 | +38.3% | 0.01% | +37.5% |
| Q2 2015 | $6,880,000 | -2.1% | 55,494 | -2.2% | 0.01% | 0.0% |
| Q1 2015 | $7,031,000 | +605.9% | 56,767 | +597.0% | 0.01% | +700.0% |
| Q4 2014 | $996,000 | -41.3% | 8,145 | -44.0% | 0.00% | -50.0% |
| Q3 2014 | $1,697,000 | – | 14,537 | – | 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% |