ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,109,520 | -3.7% | 4,528 | 0.0% | 0.06% | -6.7% |
| Q2 2023 | $1,152,169 | +8.1% | 4,528 | +0.0% | 0.06% | -1.6% |
| Q1 2023 | $1,065,531 | +6.7% | 4,526 | +0.0% | 0.06% | -3.2% |
| Q4 2022 | $998,467 | +6.7% | 4,525 | +0.1% | 0.06% | -11.3% |
| Q3 2022 | $936,000 | -4.8% | 4,522 | +0.0% | 0.07% | -18.4% |
| Q2 2022 | $983,000 | -17.1% | 4,520 | +0.0% | 0.09% | -3.3% |
| Q1 2022 | $1,186,000 | -5.7% | 4,518 | -0.4% | 0.09% | -3.2% |
| Q4 2021 | $1,258,000 | +6.6% | 4,535 | -2.0% | 0.09% | -3.1% |
| Q3 2021 | $1,180,000 | -1.5% | 4,629 | -1.1% | 0.10% | +26.3% |
| Q2 2021 | $1,198,000 | +7.2% | 4,682 | -0.6% | 0.08% | -5.0% |
| Q1 2021 | $1,118,000 | +6.2% | 4,711 | +0.0% | 0.08% | -9.1% |
| Q4 2020 | $1,053,000 | +10.3% | 4,710 | -3.5% | 0.09% | -8.3% |
| Q3 2020 | $955,000 | +6.8% | 4,882 | -1.7% | 0.10% | -21.3% |
| Q2 2020 | $894,000 | +21.8% | 4,965 | +0.4% | 0.12% | +15.1% |
| Q1 2020 | $734,000 | -22.2% | 4,946 | -1.1% | 0.11% | -5.4% |
| Q4 2019 | $943,000 | -0.5% | 5,003 | -8.3% | 0.11% | -13.2% |
| Q3 2019 | $948,000 | +9.3% | 5,453 | +8.4% | 0.13% | +2.4% |
| Q2 2019 | $867,000 | +2.0% | 5,030 | -1.4% | 0.13% | -11.3% |
| Q1 2019 | $850,000 | +13.5% | 5,099 | 0.0% | 0.14% | -1.4% |
| Q4 2018 | $749,000 | +23.8% | 5,099 | +45.3% | 0.14% | +9.9% |
| Q3 2018 | $605,000 | +6.3% | 3,509 | 0.0% | 0.13% | -9.7% |
| Q2 2018 | $569,000 | +4.4% | 3,509 | -1.7% | 0.14% | -0.7% |
| Q1 2018 | $545,000 | -5.9% | 3,569 | 0.0% | 0.15% | -4.6% |
| Q4 2017 | $579,000 | +12.2% | 3,569 | +4.4% | 0.15% | -30.5% |
| Q3 2017 | $516,000 | -79.2% | 3,420 | +11.8% | 0.22% | -81.7% |
| Q2 2017 | $2,479,000 | – | 3,060 | – | 1.20% | – |
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% |