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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,775,045 | -11.6% | 7,243 | -8.2% | 0.03% | -8.3% |
| Q2 2023 | $2,007,417 | +19.8% | 7,888 | +10.8% | 0.04% | -44.6% |
| Q1 2023 | $1,675,721 | -0.3% | 7,118 | -6.5% | 0.06% | -4.4% |
| Q4 2022 | $1,680,546 | +5.2% | 7,615 | -1.3% | 0.07% | -16.0% |
| Q3 2022 | $1,598,000 | -11.4% | 7,716 | -7.0% | 0.08% | -5.8% |
| Q2 2022 | $1,804,000 | -20.4% | 8,297 | -4.0% | 0.09% | -14.0% |
| Q1 2022 | $2,267,000 | +12.6% | 8,640 | +19.1% | 0.10% | +29.9% |
| Q4 2021 | $2,014,000 | +22.8% | 7,256 | +12.8% | 0.08% | -8.3% |
| Q3 2021 | $1,640,000 | -0.4% | 6,435 | +0.0% | 0.08% | -5.6% |
| Q2 2021 | $1,647,000 | +7.9% | 6,434 | 0.0% | 0.09% | -10.1% |
| Q1 2021 | $1,526,000 | +5.9% | 6,434 | -0.2% | 0.10% | -13.2% |
| Q4 2020 | $1,441,000 | +15.7% | 6,447 | +1.4% | 0.11% | -38.4% |
| Q3 2020 | $1,245,000 | +5.4% | 6,361 | -3.0% | 0.18% | -2.1% |
| Q2 2020 | $1,181,000 | +21.4% | 6,560 | +0.0% | 0.19% | -7.4% |
| Q1 2020 | $973,000 | – | 6,559 | – | 0.20% | – |
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% |