ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $70,673,119 | +8.3% | 288,392 | +12.4% | 18.73% | -0.4% |
Q2 2023 | $65,268,890 | +14.3% | 256,480 | +5.8% | 18.80% | +3.6% |
Q1 2023 | $57,093,700 | +16.9% | 242,529 | +9.6% | 18.14% | +2.4% |
Q4 2022 | $48,841,728 | +99.2% | 221,324 | +78.2% | 17.71% | +64.1% |
Q3 2022 | $24,521,000 | -22.7% | 124,174 | -14.9% | 10.79% | -11.2% |
Q2 2022 | $31,723,000 | -41.3% | 145,905 | -29.2% | 12.15% | -35.5% |
Q1 2022 | $54,038,000 | -5.4% | 205,975 | +0.0% | 18.84% | -1.6% |
Q4 2021 | $57,151,000 | +9.9% | 205,951 | +0.9% | 19.14% | -3.2% |
Q3 2021 | $52,012,000 | -2.2% | 204,092 | -1.8% | 19.76% | +3.7% |
Q2 2021 | $53,155,000 | +7.9% | 207,745 | +0.1% | 19.05% | +1.9% |
Q1 2021 | $49,259,000 | +1.6% | 207,633 | -4.2% | 18.69% | -3.5% |
Q4 2020 | $48,471,000 | +16.4% | 216,823 | -0.1% | 19.37% | -1.8% |
Q3 2020 | $41,656,000 | +104.7% | 217,028 | +91.9% | 19.72% | +64.1% |
Q2 2020 | $20,354,000 | -37.3% | 113,075 | -48.3% | 12.02% | -37.0% |
Q1 2020 | $32,454,000 | -20.3% | 218,670 | +1.2% | 19.07% | -2.6% |
Q4 2019 | $40,719,000 | +8.9% | 216,080 | +0.4% | 19.57% | +1.7% |
Q3 2019 | $37,405,000 | +0.5% | 215,210 | -0.3% | 19.24% | -10.2% |
Q2 2019 | $37,217,000 | +6.4% | 215,876 | +3.0% | 21.42% | +9.1% |
Q1 2019 | $34,985,000 | +10.2% | 209,615 | +0.4% | 19.64% | +2.1% |
Q4 2018 | $31,760,000 | -8.0% | 208,785 | +4.2% | 19.24% | -4.3% |
Q3 2018 | $34,530,000 | +7.9% | 200,384 | +1.6% | 20.10% | +0.6% |
Q2 2018 | $31,993,000 | +7.8% | 197,205 | +3.9% | 19.98% | +1.3% |
Q1 2018 | $29,685,000 | -2.2% | 189,840 | -1.0% | 19.73% | -16.3% |
Q4 2017 | $30,341,000 | – | 191,826 | – | 23.57% | – |
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% |