ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,601,424 | +150.5% | 14,696 | +140.6% | 0.03% | +17.4% |
| Q1 2023 | $1,437,885 | +204.0% | 6,108 | +229.3% | 0.02% | +64.3% |
| Q3 2021 | $473,000 | -0.4% | 1,855 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $475,000 | +8.4% | 1,855 | +0.5% | 0.01% | -6.7% |
| Q1 2021 | $438,000 | +6.1% | 1,846 | 0.0% | 0.02% | -11.8% |
| Q4 2020 | $413,000 | +330.2% | 1,846 | +233.8% | 0.02% | +30.8% |
| Q3 2019 | $96,000 | +1.1% | 553 | 0.0% | 0.01% | +18.2% |
| Q2 2019 | $95,000 | -22.1% | 553 | -24.6% | 0.01% | -31.2% |
| Q1 2019 | $122,000 | +13.0% | 733 | 0.0% | 0.02% | -48.4% |
| Q4 2018 | $108,000 | -14.3% | 733 | 0.0% | 0.03% | -20.5% |
| Q3 2018 | $126,000 | +5.9% | 733 | 0.0% | 0.04% | -55.7% |
| Q2 2018 | $119,000 | +4.4% | 733 | 0.0% | 0.09% | +37.5% |
| Q1 2018 | $114,000 | -1.7% | 733 | 0.0% | 0.06% | 0.0% |
| Q4 2017 | $116,000 | -95.6% | 733 | -95.8% | 0.06% | -97.3% |
| Q3 2017 | $2,610,000 | -1.4% | 17,486 | -4.8% | 2.35% | +110.9% |
| Q2 2017 | $2,647,000 | +2.9% | 18,377 | 0.0% | 1.12% | -21.3% |
| Q1 2017 | $2,572,000 | +5.3% | 18,377 | 0.0% | 1.42% | -8.8% |
| Q4 2016 | $2,443,000 | +3.7% | 18,377 | 0.0% | 1.55% | -35.9% |
| Q3 2016 | $2,355,000 | -46.0% | 18,377 | -47.7% | 2.42% | -41.6% |
| Q2 2016 | $4,361,000 | +95.1% | 35,167 | +90.2% | 4.15% | -8.5% |
| Q1 2016 | $2,235,000 | – | 18,491 | – | 4.53% | – |
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% |