ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 512 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.69 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,756,775 | -3.7% | 35,733 | 0.0% | 0.21% | +7.7% |
| Q2 2023 | $9,093,381 | +559.4% | 35,733 | +510.0% | 0.20% | +230.5% |
| Q1 2023 | $1,379,032 | +6.7% | 5,858 | 0.0% | 0.06% | -4.8% |
| Q4 2022 | $1,292,743 | +6.6% | 5,858 | 0.0% | 0.06% | -13.9% |
| Q3 2022 | $1,213,000 | -4.7% | 5,858 | 0.0% | 0.07% | -16.3% |
| Q2 2022 | $1,273,000 | -17.2% | 5,858 | 0.0% | 0.09% | +13.2% |
| Q1 2022 | $1,537,000 | -5.5% | 5,858 | 0.0% | 0.08% | +1.3% |
| Q4 2021 | $1,626,000 | -0.3% | 5,858 | -8.5% | 0.08% | 0.0% |
| Q3 2021 | $1,631,000 | -0.4% | 6,401 | 0.0% | 0.08% | +2.7% |
| Q2 2021 | $1,638,000 | +7.8% | 6,401 | 0.0% | 0.07% | +9.0% |
| Q1 2021 | $1,519,000 | +6.1% | 6,401 | 0.0% | 0.07% | -18.3% |
| Q4 2020 | $1,431,000 | +14.2% | 6,401 | 0.0% | 0.08% | +6.5% |
| Q3 2020 | $1,253,000 | +8.7% | 6,401 | 0.0% | 0.08% | +35.1% |
| Q2 2020 | $1,153,000 | +4.4% | 6,401 | -14.0% | 0.06% | -24.0% |
| Q1 2020 | $1,104,000 | -21.3% | 7,441 | 0.0% | 0.08% | -29.2% |
| Q4 2019 | $1,403,000 | +5296.2% | 7,441 | +4927.7% | 0.11% | +5200.0% |
| Q3 2019 | $26,000 | – | 148 | – | 0.00% | – |
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% |