ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,194 | -2.7% | 1,074 | +1.0% | 0.14% | -19.4% |
| Q2 2023 | $270,511 | +10.0% | 1,063 | +1.7% | 0.18% | +4.2% |
| Q1 2023 | $246,002 | +7.1% | 1,045 | +0.4% | 0.17% | +22.6% |
| Q4 2022 | $229,728 | +11.5% | 1,041 | +4.7% | 0.14% | +21.2% |
| Q3 2022 | $206,000 | -13.4% | 994 | +10.0% | 0.11% | +15.3% |
| Q1 2022 | $238,000 | +8.2% | 904 | +13.9% | 0.10% | +8.9% |
| Q4 2021 | $220,000 | -2.2% | 794 | -10.1% | 0.09% | -6.2% |
| Q3 2021 | $225,000 | -3.0% | 883 | -34.4% | 0.10% | -38.1% |
| Q3 2018 | $232,000 | – | 1,346 | – | 0.16% | – |
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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% |