ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,815,984 | -7.4% | 11,491 | -3.9% | 0.34% | -3.1% |
| Q2 2023 | $3,042,308 | +8.1% | 11,955 | 0.0% | 0.36% | +3.8% |
| Q1 2023 | $2,814,327 | +5.2% | 11,955 | -1.3% | 0.34% | +0.3% |
| Q4 2022 | $2,673,980 | +6.6% | 12,117 | 0.0% | 0.34% | +7.9% |
| Q3 2022 | $2,509,000 | -4.7% | 12,117 | 0.0% | 0.32% | +9.7% |
| Q2 2022 | $2,634,000 | -17.1% | 12,117 | 0.0% | 0.29% | -6.5% |
| Q1 2022 | $3,179,000 | -10.8% | 12,117 | -5.6% | 0.31% | -5.5% |
| Q4 2021 | $3,562,000 | +8.9% | 12,837 | 0.0% | 0.33% | +3.2% |
| Q3 2021 | $3,272,000 | -0.4% | 12,837 | 0.0% | 0.32% | +0.3% |
| Q2 2021 | $3,285,000 | +7.8% | 12,837 | -0.0% | 0.32% | +3.3% |
| Q1 2021 | $3,046,000 | +6.1% | 12,839 | 0.0% | 0.31% | +2.3% |
| Q4 2020 | $2,870,000 | +14.2% | 12,839 | 0.0% | 0.30% | +4.5% |
| Q3 2020 | $2,513,000 | +7.4% | 12,839 | -1.2% | 0.29% | +0.4% |
| Q2 2020 | $2,340,000 | +21.4% | 12,993 | 0.0% | 0.28% | +10.0% |
| Q1 2020 | $1,927,000 | -21.3% | 12,993 | 0.0% | 0.26% | -11.3% |
| Q4 2019 | $2,449,000 | +8.5% | 12,993 | 0.0% | 0.29% | +5.4% |
| Q3 2019 | $2,258,000 | +11.3% | 12,993 | +10.4% | 0.28% | -1.1% |
| Q2 2019 | $2,028,000 | -0.6% | 11,768 | -3.9% | 0.28% | -3.8% |
| Q1 2019 | $2,041,000 | +13.2% | 12,245 | -0.2% | 0.29% | +4.3% |
| Q4 2018 | $1,803,000 | -21.4% | 12,269 | -7.8% | 0.28% | +3.7% |
| Q3 2018 | $2,293,000 | -3.6% | 13,308 | -9.2% | 0.27% | -0.7% |
| Q2 2018 | $2,378,000 | +3.3% | 14,653 | -0.5% | 0.27% | +3.0% |
| Q1 2018 | $2,301,000 | -8.2% | 14,721 | -7.1% | 0.26% | -7.1% |
| Q4 2017 | $2,507,000 | +2.0% | 15,847 | -3.7% | 0.28% | +4.4% |
| Q3 2017 | $2,457,000 | +3.3% | 16,460 | -0.3% | 0.27% | 0.0% |
| Q2 2017 | $2,379,000 | +2.8% | 16,517 | -0.2% | 0.27% | +6.7% |
| Q1 2017 | $2,315,000 | +4.6% | 16,545 | -0.6% | 0.25% | -1.2% |
| Q4 2016 | $2,213,000 | -2.4% | 16,638 | -6.0% | 0.26% | +0.8% |
| Q3 2016 | $2,268,000 | +2.9% | 17,696 | -0.4% | 0.26% | +1.2% |
| Q2 2016 | $2,204,000 | -18.3% | 17,774 | -20.4% | 0.25% | -20.0% |
| Q1 2016 | $2,699,000 | -59.5% | 22,331 | -59.7% | 0.32% | -61.5% |
| Q4 2015 | $6,663,000 | +159.0% | 55,385 | +145.2% | 0.82% | +162.5% |
| Q3 2015 | $2,573,000 | -8.4% | 22,588 | -0.3% | 0.31% | -5.7% |
| Q2 2015 | $2,809,000 | -3.5% | 22,659 | -3.6% | 0.33% | -4.3% |
| Q1 2015 | $2,911,000 | +2.4% | 23,505 | +1.1% | 0.35% | -11.5% |
| Q4 2014 | $2,844,000 | +4.5% | 23,259 | -0.2% | 0.39% | -0.3% |
| Q3 2014 | $2,722,000 | -0.8% | 23,305 | 0.0% | 0.39% | -3.4% |
| Q2 2014 | $2,744,000 | +4.2% | 23,305 | -0.6% | 0.41% | -2.2% |
| Q1 2014 | $2,633,000 | +5.7% | 23,444 | +4.1% | 0.42% | -0.2% |
| Q4 2013 | $2,492,000 | +7.5% | 22,524 | -1.7% | 0.42% | +5.1% |
| Q3 2013 | $2,318,000 | -1.6% | 22,917 | -6.2% | 0.40% | -7.0% |
| Q2 2013 | $2,355,000 | – | 24,431 | – | 0.43% | – |
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% |