ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,874,463 | -3.7% | 11,730 | 0.0% | 0.27% | -1.8% |
| Q2 2023 | $2,984,956 | +6.9% | 11,730 | -1.1% | 0.28% | -8.9% |
| Q1 2023 | $2,792,229 | +6.0% | 11,861 | -0.6% | 0.30% | -2.9% |
| Q4 2022 | $2,633,569 | +7.8% | 11,934 | +1.1% | 0.31% | -9.6% |
| Q3 2022 | $2,444,000 | -13.4% | 11,804 | +0.3% | 0.34% | -6.5% |
| Q2 2022 | $2,821,000 | +21.1% | 11,765 | +32.5% | 0.37% | -44.1% |
| Q1 2022 | $2,330,000 | -9.6% | 8,880 | -4.4% | 0.66% | -4.2% |
| Q4 2021 | $2,577,000 | +5.4% | 9,285 | -3.3% | 0.69% | +9.5% |
| Q3 2021 | $2,446,000 | -2.1% | 9,599 | -1.7% | 0.63% | -4.8% |
| Q2 2021 | $2,498,000 | +5.0% | 9,763 | -2.7% | 0.66% | -5.6% |
| Q1 2021 | $2,379,000 | +3.9% | 10,029 | -2.0% | 0.70% | +1.4% |
| Q4 2020 | $2,289,000 | +11.7% | 10,237 | -2.2% | 0.69% | +18.4% |
| Q3 2020 | $2,049,000 | -3.8% | 10,471 | -11.5% | 0.58% | -27.8% |
| Q2 2020 | $2,131,000 | +24.6% | 11,833 | +2.7% | 0.81% | +27.1% |
| Q1 2020 | $1,710,000 | -48.3% | 11,526 | -34.3% | 0.64% | -47.0% |
| Q4 2019 | $3,306,000 | +8.8% | 17,540 | +0.2% | 1.20% | -10.8% |
| Q3 2019 | $3,040,000 | -99.9% | 17,497 | -5.0% | 1.34% | -16.5% |
| Q2 2019 | $3,173,715,000 | +116924.9% | 18,413 | +13.2% | 1.61% | +42.2% |
| Q1 2019 | $2,712,000 | +10.4% | 16,271 | -2.7% | 1.13% | +26.7% |
| Q4 2018 | $2,456,000 | +145.4% | 16,719 | +187.8% | 0.89% | +121.0% |
| Q3 2018 | $1,001,000 | +30.5% | 5,810 | +22.9% | 0.40% | +23.9% |
| Q2 2018 | $767,000 | -8.7% | 4,728 | -12.0% | 0.33% | -7.4% |
| Q1 2018 | $840,000 | -5.6% | 5,371 | +0.4% | 0.35% | -11.3% |
| Q4 2017 | $890,000 | -38.1% | 5,349 | -44.4% | 0.40% | -23.9% |
| Q3 2017 | $1,438,000 | +69.8% | 9,629 | +63.6% | 0.52% | +9.2% |
| Q2 2017 | $847,000 | -82.6% | 5,884 | -83.1% | 0.48% | -83.4% |
| Q1 2017 | $4,859,000 | +21026.1% | 34,729 | +19745.1% | 2.88% | +16835.3% |
| Q4 2016 | $23,000 | – | 175 | – | 0.02% | – |
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% |