ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,332,019 | +11.7% | 4,866 | 0.0% | 0.66% | +3.9% |
| Q3 2023 | $1,192,462 | -3.7% | 4,866 | 0.0% | 0.63% | +1.0% |
| Q2 2023 | $1,238,300 | +10.4% | 4,866 | +2.1% | 0.63% | +4.0% |
| Q1 2023 | $1,121,964 | +2.8% | 4,766 | -3.6% | 0.60% | +0.2% |
| Q4 2022 | $1,091,483 | +6.6% | 4,946 | 0.0% | 0.60% | 0.0% |
| Q3 2022 | $1,024,000 | -4.7% | 4,946 | 0.0% | 0.60% | +2.7% |
| Q2 2022 | $1,075,000 | -18.0% | 4,946 | -1.0% | 0.59% | -1.0% |
| Q1 2022 | $1,311,000 | -6.6% | 4,996 | -1.2% | 0.59% | -3.9% |
| Q4 2021 | $1,403,000 | +8.8% | 5,056 | 0.0% | 0.62% | +1.0% |
| Q3 2021 | $1,289,000 | -4.2% | 5,056 | -3.8% | 0.61% | -5.1% |
| Q2 2021 | $1,345,000 | +5.8% | 5,256 | -1.9% | 0.64% | +0.8% |
| Q1 2021 | $1,271,000 | -7.3% | 5,356 | -12.7% | 0.64% | -8.2% |
| Q4 2020 | $1,371,000 | +12.4% | 6,135 | -1.6% | 0.70% | +2.8% |
| Q3 2020 | $1,220,000 | +8.6% | 6,235 | 0.0% | 0.68% | +2.3% |
| Q2 2020 | $1,123,000 | +5.3% | 6,235 | -13.2% | 0.66% | -11.9% |
| Q1 2020 | $1,066,000 | -28.2% | 7,185 | -8.8% | 0.75% | -9.0% |
| Q4 2019 | $1,485,000 | -3.6% | 7,880 | -11.2% | 0.82% | -10.4% |
| Q3 2019 | $1,541,000 | -4.0% | 8,870 | -4.7% | 0.92% | -4.4% |
| Q2 2019 | $1,605,000 | +1.1% | 9,312 | -2.3% | 0.96% | +0.1% |
| Q1 2019 | $1,588,000 | +10.0% | 9,527 | -3.1% | 0.96% | -2.5% |
| Q4 2018 | $1,444,000 | -21.3% | 9,828 | -7.7% | 0.99% | -9.0% |
| Q3 2018 | $1,834,000 | +3.3% | 10,645 | -2.7% | 1.08% | -1.5% |
| Q2 2018 | $1,776,000 | +3.8% | 10,945 | 0.0% | 1.10% | +2.6% |
| Q1 2018 | $1,711,000 | -1.9% | 10,945 | -0.8% | 1.07% | +1.0% |
| Q4 2017 | $1,745,000 | +3.2% | 11,030 | -2.6% | 1.06% | +0.7% |
| Q3 2017 | $1,691,000 | +3.0% | 11,330 | -0.6% | 1.06% | +0.9% |
| Q2 2017 | $1,641,000 | +2.9% | 11,395 | 0.0% | 1.05% | -0.1% |
| Q1 2017 | $1,594,000 | +4.3% | 11,395 | -0.9% | 1.05% | +0.2% |
| Q4 2016 | $1,529,000 | -2.7% | 11,495 | -6.2% | 1.05% | -1.7% |
| Q3 2016 | $1,571,000 | -6.2% | 12,254 | -9.3% | 1.06% | -5.5% |
| Q2 2016 | $1,675,000 | +2.6% | 13,504 | 0.0% | 1.13% | +0.5% |
| Q1 2016 | $1,632,000 | -69.5% | 13,504 | -69.6% | 1.12% | -69.2% |
| Q4 2015 | $5,345,000 | +2.5% | 44,428 | -3.0% | 3.64% | -8.0% |
| Q3 2015 | $5,216,000 | -11.8% | 45,798 | -4.0% | 3.95% | -1.4% |
| Q2 2015 | $5,913,000 | +4.0% | 47,692 | +3.9% | 4.00% | +3.6% |
| Q1 2015 | $5,686,000 | +2.0% | 45,912 | +0.7% | 3.86% | -3.1% |
| Q4 2014 | $5,573,000 | – | 45,574 | – | 3.99% | – |
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% |