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 2022 | $1,774,000 | -24.9% | 8,564 | -21.1% | 0.05% | -24.2% |
| Q2 2022 | $2,361,000 | -30.9% | 10,859 | -16.6% | 0.07% | -18.5% |
| Q1 2022 | $3,415,000 | +41.3% | 13,017 | +49.4% | 0.08% | +30.6% |
| Q4 2021 | $2,417,000 | +68.4% | 8,711 | +54.7% | 0.06% | +44.2% |
| Q3 2021 | $1,435,000 | +49.3% | 5,631 | +49.9% | 0.04% | +26.5% |
| Q2 2021 | $961,000 | +7.5% | 3,757 | -0.3% | 0.03% | -24.4% |
| Q1 2021 | $894,000 | +18.3% | 3,767 | +11.4% | 0.04% | -19.6% |
| Q4 2020 | $756,000 | +13.2% | 3,380 | -1.0% | 0.06% | -6.7% |
| Q3 2020 | $668,000 | -25.5% | 3,413 | -31.5% | 0.06% | -55.6% |
| Q2 2020 | $897,000 | +47.5% | 4,983 | +31.5% | 0.14% | -22.9% |
| Q1 2020 | $608,000 | – | 3,789 | – | 0.18% | – |
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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% |