ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $325,000 | -11.9% | 1,237 | -58.4% | 0.02% | -89.9% |
| Q2 2015 | $369,000 | -3.4% | 2,977 | -3.4% | 0.25% | -0.8% |
| Q1 2015 | $382,000 | -4.7% | 3,081 | -6.0% | 0.25% | -4.2% |
| Q4 2014 | $401,000 | +78.2% | 3,279 | +59.7% | 0.26% | +106.3% |
| Q3 2014 | $225,000 | -28.1% | 2,053 | -22.8% | 0.13% | -37.0% |
| Q2 2014 | $313,000 | +13.4% | 2,659 | +8.1% | 0.20% | -31.0% |
| Q1 2014 | $276,000 | – | 2,459 | – | 0.29% | – |
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% |