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 | $986,612 | -3.7% | 4,026 | 0.0% | 0.15% | +4.2% |
| Q2 2023 | $1,024,536 | +8.1% | 4,026 | 0.0% | 0.14% | +1.4% |
| Q1 2023 | $947,761 | +6.7% | 4,026 | 0.0% | 0.14% | +0.7% |
| Q4 2022 | $888,458 | +6.5% | 4,026 | 0.0% | 0.14% | -2.1% |
| Q3 2022 | $834,000 | -4.7% | 4,026 | 0.0% | 0.14% | 0.0% |
| Q2 2022 | $875,000 | -17.1% | 4,026 | 0.0% | 0.14% | +3.6% |
| Q1 2022 | $1,056,000 | -5.5% | 4,026 | 0.0% | 0.14% | -2.8% |
| Q4 2021 | $1,117,000 | +8.9% | 4,026 | 0.0% | 0.14% | -4.1% |
| Q3 2021 | $1,026,000 | -0.4% | 4,026 | 0.0% | 0.15% | -1.3% |
| Q2 2021 | $1,030,000 | +7.9% | 4,026 | 0.0% | 0.15% | +0.7% |
| Q1 2021 | $955,000 | +6.1% | 4,026 | 0.0% | 0.15% | -0.7% |
| Q4 2020 | $900,000 | +14.2% | 4,026 | 0.0% | 0.15% | +4.2% |
| Q3 2020 | $788,000 | +8.7% | 4,026 | 0.0% | 0.14% | +1.4% |
| Q2 2020 | $725,000 | +1.0% | 4,026 | -16.9% | 0.14% | -17.1% |
| Q1 2020 | $718,000 | -21.4% | 4,847 | 0.0% | 0.17% | -0.6% |
| Q4 2019 | $913,000 | +27.7% | 4,847 | +17.8% | 0.17% | +20.4% |
| Q3 2019 | $715,000 | +0.8% | 4,116 | 0.0% | 0.14% | +0.7% |
| Q2 2019 | $709,000 | +3.4% | 4,116 | 0.0% | 0.14% | 0.0% |
| Q1 2019 | $686,000 | +13.6% | 4,116 | 0.0% | 0.14% | 0.0% |
| Q4 2018 | $604,000 | -14.8% | 4,116 | 0.0% | 0.14% | -2.8% |
| Q3 2018 | $709,000 | +6.3% | 4,116 | 0.0% | 0.14% | 0.0% |
| Q2 2018 | $667,000 | +3.7% | 4,116 | 0.0% | 0.14% | -1.4% |
| Q1 2018 | $643,000 | -1.2% | 4,116 | 0.0% | 0.15% | -0.7% |
| Q4 2017 | $651,000 | +6.0% | 4,116 | 0.0% | 0.15% | 0.0% |
| Q3 2017 | $614,000 | +3.5% | 4,116 | 0.0% | 0.15% | -1.3% |
| Q2 2017 | $593,000 | +3.0% | 4,116 | 0.0% | 0.15% | +0.7% |
| Q1 2017 | $576,000 | +5.3% | 4,116 | 0.0% | 0.15% | 0.0% |
| Q4 2016 | $547,000 | – | 4,116 | – | 0.15% | – |
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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% |