ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,969 | -42.1% | 1,069 | -39.9% | 0.01% | -41.7% |
| Q2 2023 | $452,465 | +13.4% | 1,778 | +17.1% | 0.01% | -36.8% |
| Q1 2022 | $399,000 | -21.3% | 1,519 | -16.8% | 0.02% | -38.7% |
| Q4 2021 | $507,000 | +93.5% | 1,826 | +77.5% | 0.03% | +47.6% |
| Q3 2021 | $262,000 | -28.4% | 1,029 | -45.0% | 0.02% | -12.5% |
| Q3 2020 | $366,000 | -71.8% | 1,870 | -74.0% | 0.02% | -73.3% |
| Q2 2020 | $1,296,000 | -44.2% | 7,197 | -54.1% | 0.09% | -46.7% |
| Q1 2020 | $2,324,000 | +199.9% | 15,666 | +281.2% | 0.17% | +267.4% |
| Q4 2019 | $775,000 | – | 4,110 | – | 0.05% | – |
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% |