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 | $3,977,324 | -17.2% | 16,230 | -14.1% | 1.66% | -13.5% |
| Q2 2023 | $4,806,109 | +5.6% | 18,886 | -2.3% | 1.92% | -3.7% |
| Q1 2023 | $4,551,182 | +6.6% | 19,333 | -0.0% | 1.99% | -6.2% |
| Q4 2022 | $4,267,731 | +1.4% | 19,339 | -4.8% | 2.12% | -13.1% |
| Q3 2022 | $4,208,000 | -8.1% | 20,324 | -3.5% | 2.44% | -8.6% |
| Q2 2022 | $4,578,000 | -17.1% | 21,058 | +0.0% | 2.67% | -9.2% |
| Q1 2022 | $5,524,000 | -5.5% | 21,055 | -0.0% | 2.94% | -3.8% |
| Q4 2021 | $5,845,000 | – | 21,063 | – | 3.06% | – |
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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% |