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 | $47,542 | -3.7% | 194 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $49,369 | -39.7% | 194 | -44.3% | 0.02% | -43.2% |
| Q1 2023 | $81,873 | -10.2% | 348 | -15.7% | 0.04% | -13.7% |
| Q4 2022 | $91,194 | +3.6% | 413 | -2.8% | 0.05% | -8.9% |
| Q3 2022 | $88,000 | -7.4% | 425 | -2.5% | 0.06% | 0.0% |
| Q2 2022 | $95,000 | -39.9% | 436 | -23.2% | 0.06% | -29.1% |
| Q4 2021 | $158,000 | +7.5% | 568 | -1.6% | 0.08% | -2.5% |
| Q3 2021 | $147,000 | -9.8% | 577 | -9.6% | 0.08% | -9.0% |
| Q2 2021 | $163,000 | -4.7% | 638 | -11.4% | 0.09% | -8.2% |
| Q1 2021 | $171,000 | +8.2% | 720 | +1.4% | 0.10% | -11.8% |
| Q4 2020 | $158,000 | +5166.7% | 710 | +4633.3% | 0.11% | +10900.0% |
| Q3 2018 | $3,000 | – | 15 | – | 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% |