ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $339,648 | -3.7% | 1,386 | 0.0% | 0.02% | -4.0% |
| Q2 2023 | $352,704 | +8.1% | 1,386 | 0.0% | 0.02% | +8.7% |
| Q1 2023 | $326,247 | +6.7% | 1,386 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $305,802 | +6.6% | 1,386 | 0.0% | 0.02% | -4.2% |
| Q3 2022 | $287,000 | -4.7% | 1,386 | +0.1% | 0.02% | 0.0% |
| Q2 2022 | $301,000 | -23.6% | 1,385 | -7.9% | 0.02% | -7.7% |
| Q1 2022 | $394,000 | -7.5% | 1,504 | -2.0% | 0.03% | -3.7% |
| Q4 2021 | $426,000 | +9.8% | 1,535 | +0.8% | 0.03% | +3.8% |
| Q3 2021 | $388,000 | +4.0% | 1,523 | -1.6% | 0.03% | +4.0% |
| Q2 2021 | $373,000 | +4.8% | 1,547 | +2.9% | 0.02% | 0.0% |
| Q1 2021 | $356,000 | +7.2% | 1,503 | +3.6% | 0.02% | +8.7% |
| Q4 2020 | $332,000 | -28.6% | 1,451 | -61.8% | 0.02% | -42.5% |
| Q3 2020 | $465,000 | +85.3% | 3,801 | +172.3% | 0.04% | +66.7% |
| Q2 2020 | $251,000 | +21.3% | 1,396 | 0.0% | 0.02% | -20.0% |
| Q1 2020 | $207,000 | -43.8% | 1,396 | -28.4% | 0.03% | -23.1% |
| Q4 2019 | $368,000 | +7.3% | 1,951 | -1.3% | 0.04% | 0.0% |
| Q3 2019 | $343,000 | +0.6% | 1,977 | 0.0% | 0.04% | -2.5% |
| Q2 2019 | $341,000 | +3.3% | 1,977 | 0.0% | 0.04% | -2.4% |
| Q1 2019 | $330,000 | +13.4% | 1,977 | +0.1% | 0.04% | +2.5% |
| Q4 2018 | $291,000 | -32.0% | 1,976 | -20.5% | 0.04% | -16.7% |
| Q3 2018 | $428,000 | +3.9% | 2,486 | -1.9% | 0.05% | -4.0% |
| Q2 2018 | $412,000 | +75.3% | 2,535 | +69.0% | 0.05% | +61.3% |
| Q1 2018 | $235,000 | +0.9% | 1,500 | +2.0% | 0.03% | -3.1% |
| Q4 2017 | $233,000 | – | 1,470 | – | 0.03% | – |
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% |