ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $673,915 | -3.2% | 2,750 | +0.5% | 0.02% | 0.0% |
| Q2 2023 | $696,257 | +20.6% | 2,736 | +11.6% | 0.02% | +11.8% |
| Q1 2023 | $577,225 | +11.5% | 2,452 | +4.6% | 0.02% | 0.0% |
| Q4 2022 | $517,494 | +11.3% | 2,345 | +4.3% | 0.02% | -5.6% |
| Q3 2022 | $465,000 | -4.3% | 2,248 | +0.6% | 0.02% | 0.0% |
| Q2 2022 | $486,000 | -16.6% | 2,234 | +0.5% | 0.02% | -5.3% |
| Q1 2022 | $583,000 | -5.2% | 2,223 | +0.2% | 0.02% | -5.0% |
| Q4 2021 | $615,000 | +18.0% | 2,218 | +8.4% | 0.02% | 0.0% |
| Q3 2021 | $521,000 | 0.0% | 2,046 | +0.5% | 0.02% | 0.0% |
| Q2 2021 | $521,000 | +9.5% | 2,036 | +1.5% | 0.02% | 0.0% |
| Q1 2021 | $476,000 | +7.4% | 2,006 | +1.3% | 0.02% | -4.8% |
| Q4 2020 | $443,000 | +14.2% | 1,980 | 0.0% | 0.02% | +5.0% |
| Q3 2020 | $388,000 | +9.0% | 1,980 | +0.1% | 0.02% | 0.0% |
| Q2 2020 | $356,000 | +28.1% | 1,979 | +5.7% | 0.02% | +5.3% |
| Q1 2020 | $278,000 | -19.9% | 1,873 | +1.6% | 0.02% | 0.0% |
| Q4 2019 | $347,000 | +12.7% | 1,843 | +4.0% | 0.02% | 0.0% |
| Q3 2019 | $308,000 | +1.0% | 1,772 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $305,000 | +5.9% | 1,772 | +2.5% | 0.02% | +5.6% |
| Q1 2019 | $288,000 | +13.4% | 1,729 | 0.0% | 0.02% | -5.3% |
| Q4 2018 | $254,000 | -5.6% | 1,729 | +10.8% | 0.02% | +11.8% |
| Q3 2018 | $269,000 | +6.3% | 1,560 | 0.0% | 0.02% | -10.5% |
| Q2 2018 | $253,000 | +3.7% | 1,560 | 0.0% | 0.02% | +11.8% |
| Q1 2018 | $244,000 | -1.2% | 1,560 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $247,000 | -29.6% | 1,560 | -33.6% | 0.02% | -34.6% |
| Q3 2017 | $351,000 | -5.4% | 2,349 | -8.8% | 0.03% | -10.3% |
| Q2 2017 | $371,000 | 0.0% | 2,577 | -2.8% | 0.03% | 0.0% |
| Q1 2017 | $371,000 | +7.5% | 2,652 | +2.1% | 0.03% | 0.0% |
| Q4 2016 | $345,000 | +25.9% | 2,598 | +14.1% | 0.03% | +3.6% |
| Q4 2015 | $274,000 | -2.8% | 2,277 | -1.3% | 0.03% | -6.7% |
| Q4 2014 | $282,000 | +16.5% | 2,307 | +5.4% | 0.03% | +7.1% |
| Q4 2013 | $242,000 | – | 2,189 | – | 0.03% | – |
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% |