ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $228,188 | -6.7% | 939 | -2.3% | 0.01% | -8.3% |
| Q2 2023 | $244,612 | +239.5% | 961 | +212.0% | 0.01% | +200.0% |
| Q1 2023 | $72,052 | +83.1% | 308 | +73.0% | 0.00% | +33.3% |
| Q4 2022 | $39,356 | +35.7% | 178 | +39.1% | 0.00% | +50.0% |
| Q3 2022 | $29,000 | -19.4% | 128 | -22.0% | 0.00% | -33.3% |
| Q2 2022 | $36,000 | -2.7% | 164 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $37,000 | +516.7% | 164 | +645.5% | 0.00% | +200.0% |
| Q3 2021 | $6,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,000 | +20.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $5,000 | -64.3% | 22 | -64.5% | 0.00% | -50.0% |
| Q4 2020 | $14,000 | +75.0% | 62 | +55.0% | 0.00% | +100.0% |
| Q3 2020 | $8,000 | +14.3% | 40 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | +16.7% | 40 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $6,000 | -14.3% | 40 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $7,000 | 0.0% | 40 | +2.6% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 39 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $7,000 | – | 39 | – | 0.00% | – |
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% |