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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $831,489 | -3.7% | 3,393 | 0.0% | 0.04% | -2.6% |
| Q2 2023 | $863,451 | +3.4% | 3,393 | -4.3% | 0.04% | +8.3% |
| Q1 2023 | $834,999 | +30.6% | 3,547 | +22.4% | 0.04% | +16.1% |
| Q4 2022 | $639,531 | +6.6% | 2,898 | 0.0% | 0.03% | -8.8% |
| Q3 2022 | $600,000 | -8.7% | 2,898 | -4.1% | 0.03% | -15.0% |
| Q2 2022 | $657,000 | -17.2% | 3,022 | +0.0% | 0.04% | -16.7% |
| Q1 2022 | $793,000 | -5.4% | 3,021 | 0.0% | 0.05% | -4.0% |
| Q4 2021 | $838,000 | +7.4% | 3,021 | -1.3% | 0.05% | -2.0% |
| Q3 2021 | $780,000 | -11.4% | 3,061 | -11.0% | 0.05% | -13.6% |
| Q2 2021 | $880,000 | +20.4% | 3,440 | +11.7% | 0.06% | +11.3% |
| Q1 2021 | $731,000 | +14.4% | 3,081 | +7.8% | 0.05% | -7.0% |
| Q4 2020 | $639,000 | +25.8% | 2,858 | +10.2% | 0.06% | +1.8% |
| Q3 2020 | $508,000 | +28.6% | 2,594 | +18.4% | 0.06% | +14.3% |
| Q2 2020 | $395,000 | +50.8% | 2,191 | +24.0% | 0.05% | +28.9% |
| Q1 2020 | $262,000 | -14.4% | 1,767 | +8.7% | 0.04% | -2.6% |
| Q4 2019 | $306,000 | +8.5% | 1,625 | 0.0% | 0.04% | -4.9% |
| Q3 2019 | $282,000 | -9.3% | 1,625 | -9.8% | 0.04% | -16.3% |
| Q2 2019 | $311,000 | +3.7% | 1,802 | 0.0% | 0.05% | -3.9% |
| Q1 2019 | $300,000 | +13.2% | 1,802 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $265,000 | -36.8% | 1,802 | -25.9% | 0.05% | -33.8% |
| Q3 2018 | $419,000 | +25.4% | 2,432 | +18.2% | 0.08% | +18.5% |
| Q2 2018 | $334,000 | +3.7% | 2,057 | 0.0% | 0.06% | -11.0% |
| Q1 2018 | $322,000 | +41.9% | 2,057 | +43.4% | 0.07% | +25.9% |
| Q4 2017 | $227,000 | -1.3% | 1,434 | -7.0% | 0.06% | -14.7% |
| Q3 2017 | $230,000 | +945.5% | 1,542 | +894.8% | 0.07% | +518.2% |
| Q2 2017 | $22,000 | 0.0% | 155 | 0.0% | 0.01% | -8.3% |
| Q1 2017 | $22,000 | +4.8% | 155 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $21,000 | +5.0% | 155 | 0.0% | 0.01% | -7.7% |
| Q3 2016 | $20,000 | +5.3% | 155 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $19,000 | – | 155 | – | 0.01% | – |
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% |