ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379,598 | -3.7% | 1,549 | 0.0% | 0.07% | -2.7% |
| Q2 2023 | $394,190 | +8.1% | 1,549 | 0.0% | 0.07% | +2.8% |
| Q1 2023 | $364,650 | +6.7% | 1,549 | 0.0% | 0.07% | -2.7% |
| Q4 2022 | $341,833 | +6.5% | 1,549 | 0.0% | 0.07% | -2.6% |
| Q3 2022 | $321,000 | -4.7% | 1,549 | 0.0% | 0.08% | -3.8% |
| Q2 2022 | $337,000 | -17.0% | 1,549 | 0.0% | 0.08% | -3.7% |
| Q1 2022 | $406,000 | -5.6% | 1,549 | 0.0% | 0.08% | -1.2% |
| Q4 2021 | $430,000 | +1.7% | 1,549 | -6.6% | 0.08% | +2.5% |
| Q3 2021 | $423,000 | -0.2% | 1,658 | 0.0% | 0.08% | -3.6% |
| Q2 2021 | $424,000 | +7.9% | 1,658 | 0.0% | 0.08% | -40.4% |
| Q1 2021 | $393,000 | +5.9% | 1,658 | 0.0% | 0.14% | +11.0% |
| Q4 2020 | $371,000 | +14.5% | 1,658 | 0.0% | 0.13% | -3.8% |
| Q3 2020 | $324,000 | +8.4% | 1,658 | 0.0% | 0.13% | -0.8% |
| Q2 2020 | $299,000 | – | 1,658 | – | 0.13% | – |
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% |