ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $526,144 | -31.2% | 2,147 | -28.6% | 0.01% | -14.3% |
| Q2 2023 | $765,221 | -30.2% | 3,007 | -35.5% | 0.01% | -6.7% |
| Q1 2023 | $1,097,011 | -8.7% | 4,660 | -14.4% | 0.02% | -6.2% |
| Q4 2022 | $1,201,161 | +7.1% | 5,443 | +0.4% | 0.02% | 0.0% |
| Q3 2022 | $1,122,000 | -4.8% | 5,419 | 0.0% | 0.02% | -11.1% |
| Q2 2022 | $1,178,000 | -18.6% | 5,419 | -1.8% | 0.02% | -5.3% |
| Q1 2022 | $1,447,000 | -5.1% | 5,519 | +0.4% | 0.02% | -24.0% |
| Q4 2021 | $1,524,000 | -14.5% | 5,495 | -21.5% | 0.02% | +8.7% |
| Q3 2021 | $1,783,000 | -8.8% | 6,997 | -8.4% | 0.02% | -8.0% |
| Q2 2021 | $1,955,000 | -33.3% | 7,642 | -38.2% | 0.02% | -39.0% |
| Q1 2021 | $2,933,000 | +4.5% | 12,368 | -1.5% | 0.04% | 0.0% |
| Q4 2020 | $2,807,000 | +13.4% | 12,558 | -0.7% | 0.04% | 0.0% |
| Q3 2020 | $2,476,000 | -2.3% | 12,648 | -10.2% | 0.04% | -12.8% |
| Q2 2020 | $2,534,000 | +8950.0% | 14,077 | +7193.8% | 0.05% | +4600.0% |
| Q1 2020 | $28,000 | -98.8% | 193 | -98.5% | 0.00% | -97.7% |
| Q4 2019 | $2,404,000 | +9.6% | 12,755 | +1.1% | 0.04% | 0.0% |
| Q3 2019 | $2,193,000 | -9.0% | 12,622 | -9.7% | 0.04% | -45.7% |
| Q2 2019 | $2,410,000 | – | 13,980 | – | 0.08% | – |
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% |