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 | $349 | -3.6% | 1,424 | 0.0% | 0.12% | -1.7% |
| Q2 2023 | $362 | +8.1% | 1,424 | 0.0% | 0.12% | +1.7% |
| Q1 2023 | $335 | +6.7% | 1,424 | 0.0% | 0.12% | +5.5% |
| Q4 2022 | $314 | -99.9% | 1,424 | -5.6% | 0.11% | -9.1% |
| Q3 2022 | $312,000 | -4.9% | 1,509 | 0.0% | 0.12% | -1.6% |
| Q2 2022 | $328,000 | -21.5% | 1,509 | -5.3% | 0.12% | -12.8% |
| Q1 2022 | $418,000 | -5.4% | 1,594 | +0.1% | 0.14% | -3.4% |
| Q4 2021 | $442,000 | +10.2% | 1,593 | +1.3% | 0.15% | +2.1% |
| Q3 2021 | $401,000 | -0.2% | 1,572 | 0.0% | 0.14% | -2.1% |
| Q2 2021 | $402,000 | +7.8% | 1,572 | +0.1% | 0.15% | +1.4% |
| Q1 2021 | $373,000 | +6.3% | 1,571 | 0.0% | 0.14% | -2.0% |
| Q4 2020 | $351,000 | +22.3% | 1,571 | +7.1% | 0.15% | +8.9% |
| Q3 2020 | $287,000 | +8.7% | 1,467 | +0.1% | 0.14% | +3.1% |
| Q2 2020 | $264,000 | +21.7% | 1,466 | +0.2% | 0.13% | +6.5% |
| Q1 2020 | $217,000 | -21.4% | 1,463 | +0.1% | 0.12% | -8.9% |
| Q4 2019 | $276,000 | +8.7% | 1,462 | +0.1% | 0.14% | +3.1% |
| Q3 2019 | $254,000 | -2.3% | 1,461 | -3.2% | 0.13% | -5.8% |
| Q2 2019 | $260,000 | +3.6% | 1,510 | +0.1% | 0.14% | +3.0% |
| Q1 2019 | $251,000 | +13.6% | 1,508 | +0.1% | 0.14% | -1.5% |
| Q4 2018 | $221,000 | -18.8% | 1,507 | -4.6% | 0.14% | -21.3% |
| Q3 2018 | $272,000 | – | 1,580 | – | 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% |