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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $23,000 | +9.5% | 95 | 0.0% | 0.02% | +90.9% |
| Q4 2020 | $21,000 | -48.8% | 95 | -54.8% | 0.01% | -75.6% |
| Q3 2020 | $41,000 | +7.9% | 210 | 0.0% | 0.04% | -13.5% |
| Q2 2020 | $38,000 | -71.9% | 210 | -70.8% | 0.05% | -76.8% |
| Q4 2019 | $135,000 | +8.0% | 718 | 0.0% | 0.22% | +113.3% |
| Q3 2019 | $125,000 | +0.8% | 718 | 0.0% | 0.10% | -51.6% |
| Q2 2019 | $124,000 | +3.3% | 718 | 0.0% | 0.22% | -35.8% |
| Q1 2019 | $120,000 | +14.3% | 718 | 0.0% | 0.34% | +76.0% |
| Q4 2018 | $105,000 | -15.3% | 718 | 0.0% | 0.19% | -5.0% |
| Q3 2018 | $124,000 | +6.0% | 718 | 0.0% | 0.20% | -3.3% |
| Q2 2018 | $117,000 | +4.5% | 718 | 0.0% | 0.21% | -28.2% |
| Q1 2018 | $112,000 | -1.8% | 718 | 0.0% | 0.29% | +109.4% |
| Q4 2017 | $114,000 | +6.5% | 718 | 0.0% | 0.14% | -27.2% |
| Q3 2017 | $107,000 | +7.0% | 718 | 0.0% | 0.19% | +4.4% |
| Q2 2017 | $100,000 | 0.0% | 718 | 0.0% | 0.18% | 0.0% |
| Q1 2017 | $100,000 | +5.3% | 718 | 0.0% | 0.18% | +32.6% |
| Q4 2016 | $95,000 | – | 718 | – | 0.14% | – |
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% |