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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $271,000 | -5.6% | 1,033 | 0.0% | 0.05% | -5.7% |
| Q4 2021 | $287,000 | +9.1% | 1,033 | 0.0% | 0.05% | -1.9% |
| Q3 2021 | $263,000 | -6.4% | 1,033 | -5.9% | 0.05% | -10.0% |
| Q2 2021 | $281,000 | +8.1% | 1,098 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $260,000 | +6.1% | 1,098 | 0.0% | 0.06% | -1.6% |
| Q4 2020 | $245,000 | +17.8% | 1,098 | -5.0% | 0.06% | -16.4% |
| Q2 2020 | $208,000 | -4.6% | 1,156 | 0.0% | 0.07% | -5.2% |
| Q4 2019 | $218,000 | -27.8% | 1,156 | -33.5% | 0.08% | -32.5% |
| Q3 2019 | $302,000 | +0.7% | 1,739 | 0.0% | 0.11% | -2.6% |
| Q2 2019 | $300,000 | +3.4% | 1,739 | 0.0% | 0.12% | 0.0% |
| Q1 2019 | $290,000 | +8.2% | 1,739 | -4.6% | 0.12% | +2.6% |
| Q4 2018 | $268,000 | -15.2% | 1,823 | -0.4% | 0.11% | -7.3% |
| Q3 2018 | $316,000 | +6.8% | 1,831 | +0.4% | 0.12% | +7.0% |
| Q2 2018 | $296,000 | -4.5% | 1,823 | -10.1% | 0.12% | -12.2% |
| Q1 2018 | $310,000 | -62.7% | 2,028 | -60.4% | 0.13% | -28.4% |
| Q4 2017 | $832,000 | +179.2% | 5,118 | +158.7% | 0.18% | +19.6% |
| Q3 2017 | $298,000 | +6.8% | 1,978 | +98800.0% | 0.15% | -2.5% |
| Q2 2017 | $279,000 | +1.8% | 2 | -99.9% | 0.16% | -8.7% |
| Q1 2017 | $274,000 | – | 1,974 | – | 0.17% | – |
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% |