ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,107,920 | -3.7% | 122,862 | +0.0% | 5.80% | +2.7% |
| Q2 2023 | $31,253,855 | +7.8% | 122,815 | -0.2% | 5.65% | -0.0% |
| Q1 2023 | $28,980,800 | +5.1% | 123,113 | -1.5% | 5.65% | -8.1% |
| Q4 2022 | $27,578,210 | +275.2% | 124,993 | – | 6.15% | +225.5% |
| Q3 2022 | $7,351,000 | +18748.7% | 0 | -100.0% | 1.89% | +8113.0% |
| Q3 2018 | $39,000 | +5.4% | 228 | 0.0% | 0.02% | -8.0% |
| Q2 2018 | $37,000 | +2.8% | 228 | 0.0% | 0.02% | -10.7% |
| Q1 2018 | $36,000 | 0.0% | 228 | 0.0% | 0.03% | +12.0% |
| Q4 2017 | $36,000 | – | 228 | – | 0.02% | – |
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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% |