ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,812 | -3.7% | 56 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $14,342 | +8.4% | 56 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,233 | +110175.0% | 56 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $12 | -99.9% | 56 | +1.8% | 0.00% | 0.0% |
| Q3 2022 | $12,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $12,000 | -20.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $15,000 | 0.0% | 55 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | -64.3% | 55 | -77.2% | 0.00% | -83.3% |
| Q1 2019 | $42,000 | +10.5% | 241 | +0.4% | 0.01% | 0.0% |
| Q4 2018 | $38,000 | -2.6% | 240 | +0.8% | 0.01% | -14.3% |
| Q3 2018 | $39,000 | -53.0% | 238 | -52.4% | 0.01% | -41.7% |
| Q2 2018 | $83,000 | +5.1% | 500 | +0.4% | 0.01% | 0.0% |
| Q1 2018 | $79,000 | – | 498 | – | 0.01% | – |
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% |