ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $69 | -4.2% | 282 | 0.0% | 0.05% | -2.0% |
| Q2 2023 | $72 | +9.1% | 282 | +0.4% | 0.05% | +11.4% |
| Q1 2023 | $66 | +6.5% | 281 | +0.4% | 0.04% | +2.3% |
| Q4 2022 | $62 | -99.9% | 280 | +1.1% | 0.04% | 0.0% |
| Q3 2022 | $57,000 | -5.0% | 277 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $60,000 | -17.8% | 277 | 0.0% | 0.04% | +12.8% |
| Q1 2022 | $73,000 | -5.2% | 277 | +0.4% | 0.04% | 0.0% |
| Q4 2021 | $77,000 | +10.0% | 276 | +0.7% | 0.04% | 0.0% |
| Q3 2021 | $70,000 | 0.0% | 274 | 0.0% | 0.04% | +11.4% |
| Q2 2021 | $70,000 | +4.5% | 274 | -3.2% | 0.04% | -5.4% |
| Q1 2021 | $67,000 | +3.1% | 283 | -3.4% | 0.04% | 0.0% |
| Q4 2020 | $65,000 | +10.2% | 293 | -3.0% | 0.04% | -2.6% |
| Q3 2020 | $59,000 | -71.9% | 302 | -74.1% | 0.04% | -75.3% |
| Q2 2020 | $210,000 | -86.6% | 1,164 | -89.0% | 0.15% | -89.1% |
| Q1 2020 | $1,572,000 | -71.5% | 10,597 | -63.7% | 1.42% | -66.0% |
| Q4 2019 | $5,507,000 | +5.9% | 29,219 | -2.3% | 4.17% | -2.8% |
| Q3 2019 | $5,198,000 | -2.9% | 29,915 | -3.7% | 4.29% | -6.1% |
| Q2 2019 | $5,355,000 | +18.3% | 31,069 | +14.4% | 4.57% | +13.7% |
| Q1 2019 | $4,528,000 | +12.4% | 27,163 | -1.0% | 4.02% | -3.5% |
| Q4 2018 | $4,030,000 | -15.8% | 27,432 | -1.2% | 4.16% | -0.4% |
| Q3 2018 | $4,784,000 | +6.3% | 27,765 | +0.1% | 4.18% | -1.5% |
| Q2 2018 | $4,501,000 | -18.4% | 27,736 | -20.4% | 4.25% | -16.4% |
| Q4 2017 | $5,513,000 | – | 34,854 | – | 5.08% | – |
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% |