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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $13 | -94.6% | 55 | -94.6% | 0.00% | – |
| Q1 2023 | $239 | -48.4% | 1,016 | -51.6% | 0.00% | -100.0% |
| Q4 2022 | $463 | -99.6% | 2,101 | +279.9% | 0.00% | – |
| Q3 2022 | $114,000 | -59.7% | 553 | -57.6% | 0.00% | – |
| Q2 2022 | $283,000 | +1247.6% | 1,303 | +1614.5% | 0.00% | – |
| Q4 2021 | $21,000 | -97.0% | 76 | -97.2% | 0.00% | -100.0% |
| Q3 2021 | $690,000 | -3.1% | 2,683 | -3.6% | 0.00% | 0.0% |
| Q2 2021 | $712,000 | +1555.8% | 2,783 | +1420.8% | 0.00% | – |
| Q1 2021 | $43,000 | -37.7% | 183 | -52.3% | 0.00% | – |
| Q2 2020 | $69,000 | -45.7% | 384 | -55.3% | 0.00% | – |
| Q1 2020 | $127,000 | +353.6% | 859 | +430.2% | 0.00% | – |
| Q3 2019 | $28,000 | -58.8% | 162 | -59.1% | 0.00% | – |
| Q2 2019 | $68,000 | -78.8% | 396 | -79.4% | 0.00% | -100.0% |
| Q1 2019 | $320,000 | +966.7% | 1,920 | +690.1% | 0.00% | -66.7% |
| Q1 2015 | $30,000 | +130.8% | 243 | +131.4% | 0.00% | +50.0% |
| Q4 2014 | $13,000 | – | 105 | – | 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% |