ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $33 | -99.9% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $31,000 | -6.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $33,000 | -15.4% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $39,000 | -7.1% | 150 | 0.0% | 0.01% | -14.3% |
| Q4 2021 | $42,000 | +10.5% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $38,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $38,000 | +5.6% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $36,000 | +5.9% | 150 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $34,000 | +17.2% | 150 | 0.0% | 0.01% | +14.3% |
| Q3 2020 | $29,000 | -98.9% | 150 | -98.8% | 0.01% | -99.0% |
| Q2 2020 | $2,609,000 | +11759.1% | 12,595 | +8296.7% | 0.69% | +9742.9% |
| Q1 2020 | $22,000 | -21.4% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $28,000 | -99.4% | 150 | -99.5% | 0.01% | -99.5% |
| Q3 2019 | $4,849,000 | +18550.0% | 30,364 | +20142.7% | 1.34% | +19071.4% |
| Q2 2019 | $26,000 | +4.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $25,000 | +13.6% | 150 | 0.0% | 0.01% | +16.7% |
| Q4 2018 | $22,000 | -15.4% | 150 | 0.0% | 0.01% | -14.3% |
| Q3 2018 | $26,000 | +8.3% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $24,000 | +4.3% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $23,000 | -4.2% | 150 | 0.0% | 0.01% | -12.5% |
| Q4 2017 | $24,000 | +9.1% | 150 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $22,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $22,000 | +4.8% | 150 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $21,000 | +5.0% | 150 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $20,000 | – | 150 | – | 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% |