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 | $4,560,596 | -3.3% | 18,534 | -0.0% | 0.75% | -1.1% |
| Q2 2023 | $4,718,529 | +7.4% | 18,541 | -0.7% | 0.76% | -2.4% |
| Q1 2023 | $4,395,449 | +6.9% | 18,671 | +0.3% | 0.78% | -0.4% |
| Q4 2022 | $4,109,911 | +8.3% | 18,624 | +1.6% | 0.78% | -4.2% |
| Q3 2022 | $3,795,000 | -5.4% | 18,331 | -0.7% | 0.81% | -13.7% |
| Q2 2022 | $4,012,000 | -17.3% | 18,453 | -0.1% | 0.94% | -6.8% |
| Q1 2022 | $4,849,000 | -4.8% | 18,480 | +0.6% | 1.01% | -1.2% |
| Q4 2021 | $5,095,000 | +9.8% | 18,361 | +0.9% | 1.02% | -1.0% |
| Q3 2021 | $4,639,000 | -1.1% | 18,204 | -0.6% | 1.03% | -2.1% |
| Q2 2021 | $4,689,000 | +7.3% | 18,323 | -0.6% | 1.06% | -2.1% |
| Q1 2021 | $4,372,000 | +3.4% | 18,427 | -2.6% | 1.08% | -2.5% |
| Q4 2020 | $4,228,000 | +9.0% | 18,912 | -3.7% | 1.11% | -7.0% |
| Q3 2020 | $3,880,000 | -3.7% | 19,642 | -11.8% | 1.19% | -16.4% |
| Q2 2020 | $4,031,000 | +19.3% | 22,275 | -2.2% | 1.42% | +5.3% |
| Q1 2020 | $3,380,000 | -37.8% | 22,784 | -21.0% | 1.35% | -31.0% |
| Q4 2019 | $5,437,000 | +13.9% | 28,847 | +5.0% | 1.96% | +3.7% |
| Q3 2019 | $4,775,000 | +2.3% | 27,481 | +1.5% | 1.89% | -3.2% |
| Q2 2019 | $4,666,000 | +4.1% | 27,069 | +1.5% | 1.95% | -1.0% |
| Q1 2019 | $4,482,000 | +20.5% | 26,674 | +5.4% | 1.97% | +4.3% |
| Q4 2018 | $3,719,000 | +264.6% | 25,311 | +327.6% | 1.89% | +229.4% |
| Q3 2018 | $1,020,000 | +14.1% | 5,920 | +7.5% | 0.57% | -2.0% |
| Q2 2018 | $894,000 | +11.3% | 5,508 | +7.2% | 0.59% | +3.7% |
| Q1 2018 | $803,000 | -10.8% | 5,139 | -7.4% | 0.56% | -11.6% |
| Q4 2017 | $900,000 | – | 5,552 | – | 0.64% | – |
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% |