ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $340,633 | -3.7% | 1,390 | 0.0% | 0.07% | +1.4% |
| Q2 2023 | $353,727 | +8.1% | 1,390 | 0.0% | 0.07% | +4.5% |
| Q1 2023 | $327,220 | +106486.3% | 1,390 | 0.0% | 0.07% | +3.1% |
| Q4 2022 | $307 | -99.9% | 1,390 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $288,000 | -4.6% | 1,390 | 0.0% | 0.06% | +3.2% |
| Q2 2022 | $302,000 | -17.3% | 1,390 | 0.0% | 0.06% | -6.1% |
| Q1 2022 | $365,000 | -5.4% | 1,390 | 0.0% | 0.07% | -2.9% |
| Q4 2021 | $386,000 | +9.0% | 1,390 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $354,000 | -0.6% | 1,390 | 0.0% | 0.07% | +1.5% |
| Q2 2021 | $356,000 | +7.9% | 1,390 | 0.0% | 0.07% | +1.5% |
| Q1 2021 | $330,000 | +6.1% | 1,390 | 0.0% | 0.07% | +1.5% |
| Q4 2020 | $311,000 | +14.3% | 1,390 | 0.0% | 0.06% | +8.3% |
| Q3 2020 | $272,000 | +8.8% | 1,390 | 0.0% | 0.06% | -3.2% |
| Q2 2020 | $250,000 | +21.4% | 1,390 | 0.0% | 0.06% | +10.7% |
| Q1 2020 | $206,000 | -21.4% | 1,390 | 0.0% | 0.06% | +5.7% |
| Q4 2019 | $262,000 | +8.3% | 1,390 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $242,000 | +0.8% | 1,390 | 0.0% | 0.05% | -3.6% |
| Q2 2019 | $240,000 | +3.4% | 1,390 | 0.0% | 0.06% | -1.8% |
| Q1 2019 | $232,000 | +13.7% | 1,390 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $204,000 | -14.6% | 1,390 | 0.0% | 0.06% | -5.1% |
| Q3 2018 | $239,000 | +5.8% | 1,390 | 0.0% | 0.06% | -1.7% |
| Q2 2018 | $226,000 | – | 1,390 | – | 0.06% | – |
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% |