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 | $14,525,686 | -3.8% | 59,274 | -0.1% | 8.82% | -4.3% |
| Q2 2023 | $15,099,316 | +107844.8% | 59,334 | -0.1% | 9.22% | +5.1% |
| Q1 2023 | $13,988 | +5.0% | 59,420 | -1.6% | 8.77% | +1.0% |
| Q4 2022 | $13,326 | -99.9% | 60,384 | -1.9% | 8.69% | +1.8% |
| Q3 2022 | $12,747,000 | -4.8% | 61,568 | -0.1% | 8.53% | 0.0% |
| Q2 2022 | $13,392,000 | -17.6% | 61,603 | -0.6% | 8.53% | -12.5% |
| Q1 2022 | $16,259,000 | -5.7% | 61,971 | -0.3% | 9.75% | +13.4% |
| Q4 2021 | $17,250,000 | +8.8% | 62,161 | -0.1% | 8.59% | -1.2% |
| Q3 2021 | $15,862,000 | -4.0% | 62,242 | -3.6% | 8.70% | +2.3% |
| Q2 2021 | $16,520,000 | +7.5% | 64,554 | -0.3% | 8.50% | -2.3% |
| Q1 2021 | $15,361,000 | -0.2% | 64,751 | -5.9% | 8.70% | -6.1% |
| Q4 2020 | $15,389,000 | +14.0% | 68,838 | -0.2% | 9.27% | -5.5% |
| Q3 2020 | $13,503,000 | +6.8% | 68,996 | -1.7% | 9.81% | -7.4% |
| Q2 2020 | $12,643,000 | +21.4% | 70,214 | 0.0% | 10.59% | -15.3% |
| Q1 2020 | $10,415,000 | -25.8% | 70,214 | -5.7% | 12.50% | -1.4% |
| Q4 2019 | $14,041,000 | +6.8% | 74,491 | -1.6% | 12.67% | +1.7% |
| Q3 2019 | $13,149,000 | +1.4% | 75,668 | +0.6% | 12.47% | +0.6% |
| Q2 2019 | $12,966,000 | +2.7% | 75,227 | -0.7% | 12.39% | -0.8% |
| Q1 2019 | $12,631,000 | +12.3% | 75,773 | -1.0% | 12.50% | -3.7% |
| Q4 2018 | $11,248,000 | -15.1% | 76,562 | -0.4% | 12.98% | -10.3% |
| Q3 2018 | $13,247,000 | +5.9% | 76,883 | -0.3% | 14.48% | +0.2% |
| Q2 2018 | $12,514,000 | +4.0% | 77,110 | +0.2% | 14.44% | +1.0% |
| Q1 2018 | $12,029,000 | -1.4% | 76,939 | -0.3% | 14.30% | +15.1% |
| Q4 2017 | $12,204,000 | -4.6% | 77,159 | -9.9% | 12.42% | -12.7% |
| Q3 2017 | $12,787,000 | +0.6% | 85,659 | -2.9% | 14.22% | +1.0% |
| Q2 2017 | $12,708,000 | +0.9% | 88,236 | -2.0% | 14.08% | +15.8% |
| Q1 2017 | $12,598,000 | +4.5% | 90,050 | -0.7% | 12.16% | -1.6% |
| Q4 2016 | $12,057,000 | -1.4% | 90,667 | -4.9% | 12.36% | -0.5% |
| Q3 2016 | $12,223,000 | +6.4% | 95,349 | +3.0% | 12.42% | +3.4% |
| Q2 2016 | $11,484,000 | +1.8% | 92,599 | -0.8% | 12.01% | +2.6% |
| Q1 2016 | $11,278,000 | -1.7% | 93,317 | -2.2% | 11.71% | +3.8% |
| Q4 2015 | $11,476,000 | – | 95,386 | – | 11.28% | – |
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% |