ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,491,738 | -3.7% | 6,087 | 0.0% | 0.31% | +1.7% |
| Q2 2023 | $1,549,079 | +8.1% | 6,087 | 0.0% | 0.30% | +3.8% |
| Q1 2023 | $1,432,991 | +6.7% | 6,087 | 0.0% | 0.29% | +6.2% |
| Q4 2022 | $1,343,321 | +6.6% | 6,087 | 0.0% | 0.27% | -1.8% |
| Q3 2022 | $1,260,000 | -4.8% | 6,087 | 0.0% | 0.28% | +2.6% |
| Q2 2022 | $1,323,000 | -17.2% | 6,087 | 0.0% | 0.27% | -3.2% |
| Q1 2022 | $1,597,000 | +21.8% | 6,087 | -24.7% | 0.28% | -7.9% |
| Q2 2018 | $1,311,000 | – | 8,080 | – | 0.30% | – |
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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% |