ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $418,317 | -3.7% | 1,707 | 0.0% | 0.13% | -2.3% |
| Q2 2023 | $434,397 | +8.1% | 1,707 | 0.0% | 0.13% | +4.8% |
| Q1 2023 | $401,845 | +6.7% | 1,707 | 0.0% | 0.12% | -0.8% |
| Q4 2022 | $376,701 | +6.7% | 1,707 | 0.0% | 0.13% | -11.3% |
| Q3 2022 | $353,000 | -4.9% | 1,707 | 0.0% | 0.14% | +10.1% |
| Q2 2022 | $371,000 | -17.2% | 1,707 | 0.0% | 0.13% | -3.7% |
| Q1 2022 | $448,000 | +43.6% | 1,707 | +51.9% | 0.13% | +31.4% |
| Q4 2021 | $312,000 | +6.1% | 1,124 | -2.6% | 0.10% | +8.5% |
| Q3 2021 | $294,000 | -0.3% | 1,154 | 0.0% | 0.09% | -12.1% |
| Q2 2021 | $295,000 | +7.7% | 1,154 | 0.0% | 0.11% | +5.9% |
| Q1 2021 | $274,000 | +6.2% | 1,154 | 0.0% | 0.10% | +13.5% |
| Q4 2020 | $258,000 | +9.8% | 1,154 | -3.8% | 0.09% | +1.1% |
| Q3 2020 | $235,000 | +8.8% | 1,200 | 0.0% | 0.09% | 0.0% |
| Q2 2020 | $216,000 | +21.3% | 1,200 | 0.0% | 0.09% | +10.0% |
| Q1 2020 | $178,000 | -21.2% | 1,200 | 0.0% | 0.08% | -9.1% |
| Q4 2019 | $226,000 | +8.1% | 1,200 | 0.0% | 0.09% | +2.3% |
| Q3 2019 | $209,000 | +1.0% | 1,200 | 0.0% | 0.09% | -5.5% |
| Q2 2019 | $207,000 | +3.5% | 1,200 | 0.0% | 0.09% | +1.1% |
| Q1 2019 | $200,000 | +13.6% | 1,200 | 0.0% | 0.09% | +8.4% |
| Q4 2018 | $176,000 | -15.0% | 1,200 | 0.0% | 0.08% | -11.7% |
| Q3 2018 | $207,000 | +6.2% | 1,200 | 0.0% | 0.09% | +1.1% |
| Q2 2018 | $195,000 | +3.7% | 1,200 | 0.0% | 0.09% | -3.1% |
| Q1 2018 | $188,000 | -1.1% | 1,200 | 0.0% | 0.10% | -18.6% |
| Q4 2017 | $190,000 | +6.1% | 1,200 | 0.0% | 0.12% | +0.9% |
| Q3 2017 | $179,000 | +4.1% | 1,200 | 0.0% | 0.12% | -1.7% |
| Q2 2017 | $172,000 | +2.4% | 1,200 | 0.0% | 0.12% | -1.7% |
| Q1 2017 | $168,000 | +5.0% | 1,200 | 0.0% | 0.12% | -15.4% |
| Q4 2016 | $160,000 | +4.6% | 1,200 | 0.0% | 0.14% | -12.3% |
| Q3 2016 | $153,000 | +3.4% | 1,200 | 0.0% | 0.16% | -0.6% |
| Q2 2016 | $148,000 | +2.1% | 1,200 | 0.0% | 0.16% | +24.2% |
| Q1 2016 | $145,000 | -8.2% | 1,200 | -50.0% | 0.13% | +4.8% |
| Q4 2015 | $158,000 | +16.2% | 2,400 | +100.0% | 0.13% | -25.4% |
| Q3 2015 | $136,000 | -8.7% | 1,200 | 0.0% | 0.17% | +4.3% |
| Q2 2015 | $149,000 | – | 1,200 | – | 0.16% | – |
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% |