ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $29,384,000 | -9.8% | 200 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $32,562,000 | +6.6% | 200 | 0.0% | 0.01% | -35.3% |
| Q1 2018 | $30,554,000 | -5.8% | 200 | 0.0% | 0.02% | -5.6% |
| Q4 2017 | $32,428,000 | +7.5% | 200 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $30,176,000 | +5.1% | 200 | 0.0% | 0.02% | -5.3% |
| Q2 2017 | $28,720,000 | -41.0% | 200 | -42.9% | 0.02% | -17.4% |
| Q1 2017 | $48,664,000 | – | 350 | – | 0.02% | – |
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% |