ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,427,267 | -6.5% | 5,824 | -2.9% | 0.16% | -4.8% |
| Q2 2023 | $1,527,173 | +8.4% | 6,001 | +0.3% | 0.16% | +2.5% |
| Q1 2023 | $1,409,148 | +7.1% | 5,986 | +0.4% | 0.16% | -1.2% |
| Q4 2022 | $1,316,322 | +6.8% | 5,965 | +0.2% | 0.16% | -4.1% |
| Q3 2022 | $1,232,000 | -37.1% | 5,952 | -34.0% | 0.17% | -39.3% |
| Q2 2022 | $1,960,000 | -16.1% | 9,020 | -7.9% | 0.28% | -12.8% |
| Q1 2022 | $2,337,000 | -16.0% | 9,793 | -2.3% | 0.32% | -13.0% |
| Q4 2021 | $2,783,000 | -4.4% | 10,027 | -12.2% | 0.37% | -13.8% |
| Q3 2021 | $2,910,000 | -3.9% | 11,421 | -1.8% | 0.43% | -8.5% |
| Q2 2021 | $3,028,000 | +8.0% | 11,634 | -1.6% | 0.47% | +7.6% |
| Q1 2021 | $2,804,000 | -0.8% | 11,822 | -3.6% | 0.44% | -6.5% |
| Q4 2020 | $2,827,000 | +16.9% | 12,258 | -0.8% | 0.46% | -2.5% |
| Q3 2020 | $2,418,000 | +1.4% | 12,355 | -1.6% | 0.48% | -3.0% |
| Q2 2020 | $2,385,000 | +28.4% | 12,560 | +0.3% | 0.49% | +4.0% |
| Q1 2020 | $1,857,000 | -21.2% | 12,522 | +0.1% | 0.47% | -9.4% |
| Q4 2019 | $2,358,000 | +7.1% | 12,510 | -1.3% | 0.52% | -0.6% |
| Q3 2019 | $2,201,000 | +1.2% | 12,670 | +0.4% | 0.52% | -3.3% |
| Q2 2019 | $2,175,000 | +5.7% | 12,619 | +2.2% | 0.54% | -2.3% |
| Q1 2019 | $2,058,000 | +11.3% | 12,348 | -1.9% | 0.56% | -2.5% |
| Q4 2018 | $1,849,000 | -12.9% | 12,588 | +2.3% | 0.57% | -18.0% |
| Q3 2018 | $2,123,000 | +3.5% | 12,303 | 0.0% | 0.70% | -2.4% |
| Q2 2018 | $2,051,000 | +8.8% | 12,303 | -0.3% | 0.71% | -4.2% |
| Q1 2018 | $1,885,000 | -10.1% | 12,342 | -6.9% | 0.74% | -13.0% |
| Q4 2017 | $2,096,000 | +5.8% | 13,252 | -0.2% | 0.85% | -5.9% |
| Q3 2017 | $1,981,000 | – | 13,273 | – | 0.91% | – |
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% |