ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $13,000 | -95.7% | 61 | -94.7% | 0.01% | -85.5% |
| Q1 2022 | $304,000 | -10.3% | 1,157 | -5.3% | 0.07% | -4.2% |
| Q4 2021 | $339,000 | +14.9% | 1,222 | +5.6% | 0.07% | +9.1% |
| Q3 2021 | $295,000 | -0.3% | 1,157 | 0.0% | 0.07% | -1.5% |
| Q2 2021 | $296,000 | +8.0% | 1,157 | 0.0% | 0.07% | -1.5% |
| Q1 2021 | $274,000 | -19.2% | 1,157 | -23.7% | 0.07% | +9.7% |
| Q4 2020 | $339,000 | -3.7% | 1,516 | -15.8% | 0.06% | -16.2% |
| Q3 2020 | $352,000 | +86.2% | 1,800 | +71.4% | 0.07% | +80.5% |
| Q2 2020 | $189,000 | -53.2% | 1,050 | -61.4% | 0.04% | -61.0% |
| Q1 2020 | $404,000 | -20.9% | 2,723 | +0.3% | 0.10% | -3.7% |
| Q4 2019 | $511,000 | +25.2% | 2,716 | +15.7% | 0.11% | +51.4% |
| Q3 2019 | $408,000 | +1.0% | 2,348 | -5.7% | 0.07% | -21.7% |
| Q2 2019 | $404,000 | +3.3% | 2,490 | +6.1% | 0.09% | +24.3% |
| Q1 2019 | $391,000 | -79.1% | 2,347 | -81.5% | 0.07% | -81.6% |
| Q4 2018 | $1,869,000 | +327.7% | 12,720 | +403.0% | 0.40% | +358.0% |
| Q3 2018 | $437,000 | -8.4% | 2,529 | -14.0% | 0.09% | -14.6% |
| Q2 2018 | $477,000 | +1.3% | 2,940 | -2.3% | 0.10% | -1.9% |
| Q1 2018 | $471,000 | +3.1% | 3,010 | +4.3% | 0.10% | -2.8% |
| Q4 2017 | $457,000 | – | 2,887 | – | 0.11% | – |
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% |