ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $267,713 | +8.1% | 1,052 | 0.0% | 0.04% | -2.2% |
Q1 2023 | $247,651 | +6.7% | 1,052 | 0.0% | 0.05% | -4.2% |
Q4 2022 | $232,155 | +6.5% | 1,052 | 0.0% | 0.05% | +9.1% |
Q3 2022 | $218,000 | -23.0% | 1,052 | -19.2% | 0.04% | -17.0% |
Q2 2022 | $283,000 | -20.7% | 1,302 | -4.3% | 0.05% | -7.0% |
Q1 2022 | $357,000 | -5.3% | 1,360 | 0.0% | 0.06% | +3.6% |
Q4 2021 | $377,000 | +8.6% | 1,360 | 0.0% | 0.06% | +1.9% |
Q3 2021 | $347,000 | -0.6% | 1,360 | 0.0% | 0.05% | -3.6% |
Q2 2021 | $349,000 | +11.5% | 1,360 | +3.0% | 0.06% | -1.8% |
Q1 2021 | $313,000 | +6.1% | 1,321 | 0.0% | 0.06% | -6.6% |
Q4 2020 | $295,000 | +23.9% | 1,321 | 0.0% | 0.06% | -1.6% |
Q2 2020 | $238,000 | -15.3% | 1,321 | -30.3% | 0.06% | -29.5% |
Q1 2020 | $281,000 | +57.9% | 1,896 | +52.9% | 0.09% | +6.0% |
Q2 2017 | $178,000 | -30.5% | 1,240 | -37.7% | 0.08% | -59.9% |
Q3 2016 | $256,000 | +9.4% | 1,990 | +5.3% | 0.21% | +7.8% |
Q2 2016 | $234,000 | – | 1,890 | – | 0.19% | – |
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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% |