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 | $355,828 | -3.7% | 1,452 | 0.0% | 0.11% | -0.9% |
Q2 2023 | $369,505 | +8.1% | 1,452 | 0.0% | 0.11% | +1.8% |
Q1 2023 | $341,816 | +6.7% | 1,452 | 0.0% | 0.11% | -1.8% |
Q4 2022 | $320,427 | +27.7% | 1,452 | +51.6% | 0.11% | +48.0% |
Q1 2022 | $251,000 | -5.6% | 958 | 0.0% | 0.08% | -2.6% |
Q4 2021 | $266,000 | +9.0% | 958 | 0.0% | 0.08% | -1.3% |
Q3 2021 | $244,000 | +1.2% | 958 | +1.6% | 0.08% | +2.6% |
Q2 2021 | $241,000 | +7.6% | 943 | 0.0% | 0.08% | +1.3% |
Q1 2021 | $224,000 | +6.2% | 943 | 0.0% | 0.08% | -3.8% |
Q4 2020 | $211,000 | – | 943 | – | 0.08% | – |
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% |