ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,290,697 | -8.4% | 5,267 | -4.9% | 0.48% | -5.9% |
| Q2 2023 | $1,409,784 | +4.9% | 5,540 | -3.0% | 0.51% | -0.6% |
| Q1 2023 | $1,343,923 | +5.7% | 5,709 | -0.9% | 0.51% | -4.7% |
| Q4 2022 | $1,270,865 | +12.7% | 5,759 | +5.7% | 0.53% | +7.2% |
| Q3 2022 | $1,128,000 | -2.3% | 5,446 | +2.5% | 0.50% | 0.0% |
| Q2 2022 | $1,155,000 | -15.4% | 5,313 | +2.2% | 0.50% | -3.1% |
| Q1 2022 | $1,365,000 | -4.7% | 5,201 | +0.8% | 0.51% | -5.9% |
| Q4 2021 | $1,432,000 | +12.1% | 5,161 | +2.9% | 0.55% | +6.6% |
| Q3 2021 | $1,278,000 | -2.4% | 5,016 | -2.0% | 0.51% | -3.4% |
| Q2 2021 | $1,309,000 | +8.7% | 5,116 | +0.8% | 0.53% | -0.6% |
| Q1 2021 | $1,204,000 | +4.5% | 5,076 | -1.5% | 0.53% | +0.6% |
| Q4 2020 | $1,152,000 | +10.0% | 5,152 | -3.7% | 0.53% | -3.1% |
| Q3 2020 | $1,047,000 | +0.3% | 5,350 | -7.7% | 0.55% | -4.0% |
| Q2 2020 | $1,044,000 | +21.4% | 5,799 | +0.0% | 0.57% | +3.6% |
| Q1 2020 | $860,000 | -41.1% | 5,797 | -25.1% | 0.55% | -28.6% |
| Q4 2019 | $1,459,000 | +9.5% | 7,739 | +1.0% | 0.77% | +0.8% |
| Q3 2019 | $1,332,000 | -1.6% | 7,663 | -2.4% | 0.76% | +6.1% |
| Q2 2019 | $1,353,000 | +1.0% | 7,852 | -2.3% | 0.72% | -11.1% |
| Q1 2019 | $1,339,000 | +6.9% | 8,035 | -5.8% | 0.81% | -3.3% |
| Q4 2018 | $1,253,000 | -12.3% | 8,528 | +2.9% | 0.84% | -3.6% |
| Q3 2018 | $1,429,000 | +6.9% | 8,291 | +0.7% | 0.87% | +0.7% |
| Q2 2018 | $1,337,000 | +4.4% | 8,237 | +0.5% | 0.86% | +1.9% |
| Q1 2018 | $1,281,000 | 0.0% | 8,194 | +1.2% | 0.85% | -1.6% |
| Q4 2017 | $1,281,000 | +6.3% | 8,100 | +0.4% | 0.86% | +0.6% |
| Q3 2017 | $1,205,000 | -13.5% | 8,071 | -16.6% | 0.86% | -14.4% |
| Q2 2017 | $1,393,000 | -0.9% | 9,672 | -3.8% | 1.00% | -3.8% |
| Q1 2017 | $1,406,000 | +0.9% | 10,050 | -4.0% | 1.04% | -5.1% |
| Q4 2016 | $1,393,000 | -51.4% | 10,472 | -75.1% | 1.10% | -56.4% |
| Q2 2016 | $2,869,000 | -29.2% | 42,036 | +25.4% | 2.52% | -27.5% |
| Q1 2016 | $4,050,000 | +14.1% | 33,510 | +13.6% | 3.47% | +10.9% |
| Q4 2015 | $3,550,000 | +6.1% | 29,511 | +0.5% | 3.13% | -0.4% |
| Q3 2015 | $3,345,000 | +7.6% | 29,371 | +17.1% | 3.14% | +13.4% |
| Q2 2015 | $3,109,000 | -6.0% | 25,074 | -6.1% | 2.77% | -5.9% |
| Q1 2015 | $3,308,000 | +0.9% | 26,708 | -0.4% | 2.95% | -4.3% |
| Q4 2014 | $3,279,000 | – | 26,813 | – | 3.08% | – |
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% |