ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,360,093 | -3.7% | 9,631 | 0.0% | 0.14% | +2.1% |
| Q2 2023 | $2,450,813 | +8.1% | 9,631 | 0.0% | 0.14% | +3.7% |
| Q1 2023 | $2,267,157 | +6.7% | 9,631 | 0.0% | 0.14% | -0.7% |
| Q4 2022 | $2,125,296 | +6.6% | 9,631 | 0.0% | 0.14% | +1.5% |
| Q3 2022 | $1,994,000 | -4.8% | 9,631 | 0.0% | 0.14% | -0.7% |
| Q2 2022 | $2,094,000 | -17.1% | 9,631 | 0.0% | 0.14% | -8.1% |
| Q1 2022 | $2,527,000 | -5.4% | 9,631 | 0.0% | 0.15% | -6.3% |
| Q4 2021 | $2,672,000 | +8.9% | 9,631 | 0.0% | 0.16% | -3.1% |
| Q3 2021 | $2,454,000 | -0.4% | 9,631 | 0.0% | 0.16% | -9.9% |
| Q2 2021 | $2,465,000 | +19.0% | 9,631 | +10.3% | 0.18% | -4.2% |
| Q1 2021 | $2,071,000 | +6.2% | 8,729 | 0.0% | 0.19% | -11.7% |
| Q4 2020 | $1,951,000 | +14.2% | 8,729 | 0.0% | 0.21% | -0.9% |
| Q3 2020 | $1,708,000 | +8.7% | 8,729 | +0.1% | 0.22% | +17.4% |
| Q2 2020 | $1,571,000 | +21.4% | 8,723 | 0.0% | 0.18% | -27.3% |
| Q1 2020 | $1,294,000 | -23.1% | 8,723 | -2.2% | 0.25% | +11.5% |
| Q4 2019 | $1,682,000 | – | 8,923 | – | 0.23% | – |
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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% |