ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $30,575,000 | -3.8% | 119,099 | -4.5% | 9.76% | -9.5% |
| Q3 2021 | $31,786,000 | -6.3% | 124,726 | -6.0% | 10.78% | -25.6% |
| Q2 2021 | $33,940,000 | +7.3% | 132,624 | -0.6% | 14.50% | +0.9% |
| Q1 2021 | $31,637,000 | +4.3% | 133,361 | -1.7% | 14.37% | +22.8% |
| Q4 2020 | $30,340,000 | +12.8% | 135,719 | -1.3% | 11.70% | -39.7% |
| Q3 2020 | $26,900,000 | +3.1% | 137,449 | -5.1% | 19.40% | +46.6% |
| Q2 2020 | $26,088,000 | +531.8% | 144,884 | +561.4% | 13.23% | +676.0% |
| Q4 2019 | $4,129,000 | +5.7% | 21,907 | -2.5% | 1.70% | -34.1% |
| Q3 2019 | $3,906,000 | -4.9% | 22,480 | -5.7% | 2.59% | -3.4% |
| Q2 2019 | $4,109,000 | -17.2% | 23,842 | -19.9% | 2.68% | -37.4% |
| Q1 2019 | $4,962,000 | -47.7% | 29,766 | -50.4% | 4.28% | -38.8% |
| Q4 2017 | $9,496,000 | – | 60,039 | – | 6.99% | – |
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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% |