ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 495 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $491,836 | -5.1% | 2,007 | -1.5% | 0.08% | +16.4% |
| Q2 2023 | $518,376 | +8.1% | 2,037 | 0.0% | 0.07% | +4.3% |
| Q1 2023 | $479,531 | +6.1% | 2,037 | -0.5% | 0.07% | -2.8% |
| Q4 2022 | $451,953 | -30.4% | 2,048 | -34.6% | 0.07% | -38.5% |
| Q3 2022 | $649,000 | +45.8% | 3,133 | +53.0% | 0.12% | +19.4% |
| Q2 2022 | $445,000 | -17.1% | 2,048 | 0.0% | 0.10% | -6.7% |
| Q1 2022 | $537,000 | -5.5% | 2,048 | 0.0% | 0.10% | -8.7% |
| Q4 2021 | $568,000 | -40.5% | 2,048 | -45.3% | 0.12% | -49.1% |
| Q3 2021 | $955,000 | -0.6% | 3,747 | -0.3% | 0.23% | -5.0% |
| Q2 2021 | $961,000 | +7.9% | 3,757 | 0.0% | 0.24% | +7.7% |
| Q1 2021 | $891,000 | +4.1% | 3,757 | -1.9% | 0.22% | -35.6% |
| Q4 2020 | $856,000 | +3.8% | 3,831 | -9.1% | 0.34% | -11.4% |
| Q3 2020 | $825,000 | -12.2% | 4,216 | -19.3% | 0.39% | -15.7% |
| Q2 2020 | $940,000 | +19.9% | 5,222 | -1.2% | 0.46% | -1.9% |
| Q1 2020 | $784,000 | -23.2% | 5,287 | -2.4% | 0.47% | +4.7% |
| Q4 2019 | $1,021,000 | -8.2% | 5,417 | -15.4% | 0.45% | -12.5% |
| Q3 2019 | $1,112,000 | +0.8% | 6,401 | 0.0% | 0.51% | +42.3% |
| Q2 2019 | $1,103,000 | +3.4% | 6,401 | 0.0% | 0.36% | +6.8% |
| Q1 2019 | $1,067,000 | +15.4% | 6,401 | +1.7% | 0.34% | +14.7% |
| Q4 2018 | $925,000 | -14.7% | 6,294 | 0.0% | 0.29% | -68.0% |
| Q3 2018 | $1,084,000 | – | 6,294 | – | 0.92% | – |
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% |