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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $159,000 | +14.4% | 710 | 0.0% | 0.03% | -11.8% |
| Q3 2020 | $139,000 | +8.6% | 710 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $128,000 | +20.8% | 710 | 0.0% | 0.03% | -2.9% |
| Q1 2020 | $106,000 | -20.9% | 710 | 0.0% | 0.04% | +2.9% |
| Q4 2019 | $134,000 | +8.1% | 710 | 0.0% | 0.03% | -2.9% |
| Q3 2019 | $124,000 | 0.0% | 710 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $124,000 | +3.3% | 710 | 0.0% | 0.04% | +2.9% |
| Q1 2019 | $120,000 | +13.2% | 710 | 0.0% | 0.03% | -5.6% |
| Q4 2018 | $106,000 | -14.5% | 710 | 0.0% | 0.04% | -5.3% |
| Q3 2018 | $124,000 | +6.9% | 710 | 0.0% | 0.04% | +5.6% |
| Q2 2018 | $116,000 | -99.9% | 710 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $111,002,000 | -1.2% | 710 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $112,302,000 | +6.0% | 710 | 0.0% | 0.04% | +2.9% |
| Q3 2017 | $105,990,000 | +3.7% | 710 | 0.0% | 0.04% | +25.0% |
| Q2 2017 | $102,254,000 | +2.9% | 710 | 0.0% | 0.03% | -9.7% |
| Q1 2017 | $99,330,000 | +5.2% | 710 | 0.0% | 0.03% | +6.9% |
| Q4 2016 | $94,416,000 | -48.1% | 710 | -24.8% | 0.03% | +11.5% |
| Q3 2016 | $182,032,000 | +106.7% | 944 | +33.0% | 0.03% | 0.0% |
| Q2 2016 | $88,056,000 | +2.6% | 710 | 0.0% | 0.03% | 0.0% |
| Q1 2016 | $85,811,000 | +0.5% | 710 | 0.0% | 0.03% | +8.3% |
| Q4 2015 | $85,422,000 | +5.6% | 710 | 0.0% | 0.02% | -4.0% |
| Q3 2015 | $80,862,000 | -8.1% | 710 | 0.0% | 0.02% | 0.0% |
| Q2 2015 | $88,026,000 | +0.1% | 710 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $87,934,000 | +1.3% | 710 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $86,826,000 | +4.7% | 710 | 0.0% | 0.02% | +4.2% |
| Q3 2014 | $82,922,000 | -0.8% | 710 | 0.0% | 0.02% | -14.3% |
| Q2 2014 | $83,595,000 | -2.3% | 710 | -6.8% | 0.03% | -3.4% |
| Q1 2014 | $85,580,000 | +101781.0% | 762 | 0.0% | 0.03% | 0.0% |
| Q4 2013 | $84,000 | – | 762 | – | 0.03% | – |
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% |