ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $68,000 | 0.0% | 266 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $68,000 | +7.9% | 265 | +0.4% | 0.01% | -14.3% |
| Q1 2021 | $63,000 | +6.8% | 264 | +0.4% | 0.01% | -6.7% |
| Q4 2020 | $59,000 | +391.7% | 263 | +304.6% | 0.02% | +200.0% |
| Q2 2020 | $12,000 | -25.0% | 65 | -41.4% | 0.01% | -28.6% |
| Q1 2020 | $16,000 | -33.3% | 111 | -13.3% | 0.01% | -22.2% |
| Q4 2019 | $24,000 | +9.1% | 128 | 0.0% | 0.01% | -10.0% |
| Q3 2019 | $22,000 | -42.1% | 128 | -41.0% | 0.01% | -37.5% |
| Q2 2019 | $38,000 | +5.6% | 217 | 0.0% | 0.02% | -11.1% |
| Q1 2019 | $36,000 | +12.5% | 217 | 0.0% | 0.02% | -14.3% |
| Q4 2018 | $32,000 | -13.5% | 217 | 0.0% | 0.02% | -4.5% |
| Q3 2018 | $37,000 | +42.3% | 217 | +26.2% | 0.02% | +15.8% |
| Q1 2018 | $26,000 | -3.7% | 172 | +0.6% | 0.02% | -5.0% |
| Q4 2017 | $27,000 | +3.8% | 171 | 0.0% | 0.02% | -13.0% |
| Q3 2017 | $26,000 | +8.3% | 171 | +0.6% | 0.02% | -8.0% |
| Q2 2017 | $24,000 | 0.0% | 170 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $24,000 | +4.3% | 170 | 0.0% | 0.02% | -19.4% |
| Q4 2016 | $23,000 | – | 170 | – | 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% |