ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,356 | -83.2% | 940 | -97.2% | 0.00% | -80.0% |
| Q2 2023 | $1,374,099 | +987.0% | 33,247 | +6091.2% | 0.01% | +400.0% |
| Q1 2023 | $126,415 | +142.7% | 537 | +127.5% | 0.00% | – |
| Q4 2022 | $52,080 | -65.3% | 236 | -67.4% | 0.00% | -100.0% |
| Q3 2022 | $150,000 | +900.0% | 723 | +963.2% | 0.00% | – |
| Q2 2022 | $15,000 | -91.9% | 68 | -89.9% | 0.00% | -100.0% |
| Q4 2021 | $186,000 | -17.0% | 672 | -23.5% | 0.00% | -66.7% |
| Q3 2021 | $224,000 | +40.9% | 879 | +30.8% | 0.00% | 0.0% |
| Q1 2021 | $159,000 | – | 672 | – | 0.00% | – |
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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% |