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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,040,340 | -3.7% | 8,326 | 0.0% | 0.34% | -1.2% |
| Q2 2023 | $2,118,770 | +8.4% | 8,326 | +0.3% | 0.34% | -1.2% |
| Q1 2023 | $1,954,996 | +7.1% | 8,305 | +0.4% | 0.35% | -1.1% |
| Q4 2022 | $1,826,178 | +5.4% | 8,275 | -1.2% | 0.35% | -3.8% |
| Q3 2022 | $1,733,000 | -6.7% | 8,372 | -2.0% | 0.36% | -7.6% |
| Q2 2022 | $1,857,000 | -17.0% | 8,541 | +0.2% | 0.40% | -6.2% |
| Q1 2022 | $2,237,000 | -20.9% | 8,527 | -16.3% | 0.42% | -22.9% |
| Q4 2021 | $2,828,000 | +7.2% | 10,190 | -1.5% | 0.55% | +1.1% |
| Q3 2021 | $2,637,000 | -0.5% | 10,348 | -0.1% | 0.54% | -9.4% |
| Q2 2021 | $2,650,000 | +6.0% | 10,354 | -1.7% | 0.60% | -2.3% |
| Q1 2021 | $2,499,000 | +5.0% | 10,532 | -1.1% | 0.61% | +1.7% |
| Q4 2020 | $2,379,000 | +9.4% | 10,644 | -4.2% | 0.60% | -23.4% |
| Q3 2020 | $2,174,000 | +6.5% | 11,109 | -2.0% | 0.78% | -0.8% |
| Q2 2020 | $2,041,000 | +13.8% | 11,332 | -6.3% | 0.79% | -5.2% |
| Q1 2020 | $1,794,000 | -23.1% | 12,091 | -2.3% | 0.83% | -1.8% |
| Q4 2019 | $2,332,000 | -1.1% | 12,370 | -8.8% | 0.85% | -7.5% |
| Q3 2019 | $2,357,000 | -4.1% | 13,561 | -4.9% | 0.92% | -6.0% |
| Q2 2019 | $2,457,000 | +2.9% | 14,255 | -0.4% | 0.97% | -2.0% |
| Q1 2019 | $2,387,000 | +12.5% | 14,313 | -0.8% | 0.99% | -6.3% |
| Q4 2018 | $2,121,000 | -13.6% | 14,432 | +1.3% | 1.06% | -2.0% |
| Q3 2018 | $2,456,000 | +1.5% | 14,249 | -4.4% | 1.08% | -3.0% |
| Q2 2018 | $2,420,000 | +3.3% | 14,907 | -0.5% | 1.12% | -0.2% |
| Q1 2018 | $2,343,000 | -2.9% | 14,987 | -1.7% | 1.12% | -7.6% |
| Q4 2017 | $2,412,000 | +4.2% | 15,248 | -1.6% | 1.21% | -1.0% |
| Q3 2017 | $2,314,000 | +7.2% | 15,494 | +3.4% | 1.22% | +2.3% |
| Q2 2017 | $2,159,000 | -3.2% | 14,988 | -6.0% | 1.20% | -7.2% |
| Q1 2017 | $2,231,000 | -0.1% | 15,944 | -5.0% | 1.29% | -5.2% |
| Q4 2016 | $2,233,000 | +2.7% | 16,785 | -1.0% | 1.36% | -3.8% |
| Q3 2016 | $2,174,000 | +1.0% | 16,956 | -2.3% | 1.41% | -5.9% |
| Q2 2016 | $2,152,000 | -3.4% | 17,348 | -5.8% | 1.50% | -10.0% |
| Q1 2016 | $2,227,000 | -3.5% | 18,419 | -3.9% | 1.67% | -11.5% |
| Q4 2015 | $2,307,000 | +6.4% | 19,169 | +0.7% | 1.88% | +6.9% |
| Q3 2015 | $2,169,000 | -23.5% | 19,043 | -16.7% | 1.76% | -16.8% |
| Q2 2015 | $2,834,000 | +1.4% | 22,853 | +1.3% | 2.12% | -0.4% |
| Q1 2015 | $2,796,000 | +2.8% | 22,570 | +1.5% | 2.13% | +1.4% |
| Q4 2014 | $2,720,000 | +6.9% | 22,239 | +2.1% | 2.10% | +3.3% |
| Q3 2014 | $2,545,000 | -0.3% | 21,786 | +0.5% | 2.03% | +1.7% |
| Q2 2014 | $2,552,000 | +5.0% | 21,672 | +0.2% | 2.00% | -3.7% |
| Q1 2014 | $2,430,000 | +1.6% | 21,629 | +0.1% | 2.08% | +0.2% |
| Q4 2013 | $2,392,000 | – | 21,612 | – | 2.07% | – |
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% |