ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $206,372 | -3.1% | 811 | 0.0% | 0.04% | -12.2% |
| Q1 2022 | $213,000 | -5.3% | 811 | 0.0% | 0.04% | -2.4% |
| Q4 2021 | $225,000 | +8.7% | 811 | 0.0% | 0.04% | 0.0% |
| Q3 2021 | $207,000 | -0.5% | 811 | 0.0% | 0.04% | -4.5% |
| Q2 2021 | $208,000 | -60.6% | 811 | -81.2% | 0.04% | -85.2% |
| Q4 2014 | $528,000 | +5.2% | 4,314 | +0.3% | 0.30% | +6.0% |
| Q3 2014 | $502,000 | -0.2% | 4,299 | +0.6% | 0.28% | +4.9% |
| Q2 2014 | $503,000 | +4.8% | 4,273 | 0.0% | 0.27% | -2.5% |
| Q1 2014 | $480,000 | -0.2% | 4,273 | -1.7% | 0.28% | -5.2% |
| Q4 2013 | $481,000 | +9.3% | 4,346 | -0.1% | 0.29% | +1.8% |
| Q3 2013 | $440,000 | +5.5% | 4,351 | +0.6% | 0.28% | -2.7% |
| Q2 2013 | $417,000 | +2.2% | 4,323 | -1.0% | 0.29% | +3.9% |
| Q1 2013 | $408,000 | +8.5% | 4,368 | -1.6% | 0.28% | -3.1% |
| Q4 2012 | $376,000 | -0.8% | 4,437 | -0.6% | 0.29% | -1.4% |
| Q3 2012 | $379,000 | +6.5% | 4,462 | +0.9% | 0.30% | -2.0% |
| Q2 2012 | $356,000 | -5.1% | 4,423 | -1.7% | 0.30% | -3.5% |
| Q1 2012 | $375,000 | +12.6% | 4,500 | +0.4% | 0.31% | +0.3% |
| Q4 2011 | $333,000 | +12.1% | 4,482 | +0.6% | 0.31% | +1.0% |
| Q3 2011 | $297,000 | -15.1% | 4,457 | +0.8% | 0.31% | +2.7% |
| Q2 2011 | $350,000 | -3.8% | 4,420 | -3.9% | 0.30% | -5.4% |
| Q1 2011 | $364,000 | +6.1% | 4,598 | +0.4% | 0.32% | -1.9% |
| Q4 2010 | $343,000 | – | 4,580 | – | 0.32% | – |
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% |