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 2019 | $290,000 | -15.0% | 1,538 | -21.5% | 0.06% | -19.2% |
| Q3 2019 | $341,000 | -14.1% | 1,960 | -14.8% | 0.07% | -21.5% |
| Q2 2019 | $397,000 | -1.5% | 2,301 | -4.9% | 0.09% | +17.7% |
| Q1 2019 | $403,000 | +14.5% | 2,420 | +1.0% | 0.08% | +3.9% |
| Q4 2018 | $352,000 | -20.7% | 2,397 | -6.9% | 0.08% | -29.0% |
| Q3 2018 | $444,000 | -34.1% | 2,574 | -40.3% | 0.11% | -40.2% |
| Q1 2018 | $674,000 | -13.6% | 4,309 | -12.6% | 0.18% | -9.6% |
| Q4 2017 | $780,000 | +2.5% | 4,931 | -3.3% | 0.20% | -8.3% |
| Q3 2017 | $761,000 | – | 5,097 | – | 0.22% | – |
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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% |