ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,937,315 | +12.3% | 15,337 | 0.0% | 4.23% | -12.6% |
| Q4 2022 | $3,505,271 | +9.4% | 15,337 | 0.0% | 4.84% | +59.2% |
| Q3 2022 | $3,203,000 | -7.1% | 15,337 | 0.0% | 3.04% | +27.0% |
| Q2 2022 | $3,449,000 | -14.3% | 15,337 | 0.0% | 2.39% | +44.4% |
| Q1 2022 | $4,024,000 | +2.5% | 15,337 | 0.0% | 1.66% | +24.7% |
| Q2 2021 | $3,925,000 | +7.9% | 15,337 | 0.0% | 1.33% | +0.5% |
| Q1 2021 | $3,638,000 | -50.6% | 15,337 | -59.2% | 1.32% | -58.2% |
| Q3 2020 | $7,362,000 | +8.7% | 37,615 | 0.0% | 3.16% | +4.8% |
| Q2 2020 | $6,773,000 | +21.4% | 37,615 | 0.0% | 3.02% | +1.7% |
| Q1 2020 | $5,579,000 | – | 37,615 | +1880650.0% | 2.97% | – |
| Q4 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 2 | – | 0.00% | – |
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% |