ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,272,458 | -38.9% | 99,047 | -36.6% | 8.78% | -37.0% |
| Q2 2023 | $39,752,575 | -22.5% | 156,211 | -28.3% | 13.94% | -22.3% |
| Q1 2023 | $51,296,781 | -3.1% | 217,904 | -9.2% | 17.93% | -12.5% |
| Q4 2022 | $52,949,959 | +7.1% | 239,940 | +0.5% | 20.50% | +22.6% |
| Q3 2022 | $49,438,000 | -4.3% | 238,785 | +0.5% | 16.72% | -3.8% |
| Q2 2022 | $51,669,000 | -16.9% | 237,678 | +0.3% | 17.38% | +9.6% |
| Q1 2022 | $62,179,000 | +13.7% | 236,989 | +20.3% | 15.86% | +46.8% |
| Q4 2021 | $54,670,000 | – | 197,008 | – | 10.80% | – |
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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% |