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 | $40,435 | -3.7% | 165 | 0.0% | 0.01% | +12.5% |
| Q2 2023 | $41,990 | +8.1% | 165 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $38,843 | +6.7% | 165 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $36,413 | +7.1% | 165 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $34,000 | -5.6% | 165 | 0.0% | 0.01% | -11.1% |
| Q2 2022 | $36,000 | -70.2% | 165 | -64.1% | 0.01% | -64.0% |
| Q1 2022 | $121,000 | -5.5% | 460 | 0.0% | 0.02% | -3.8% |
| Q4 2021 | $128,000 | -10.5% | 460 | -17.9% | 0.03% | -18.8% |
| Q3 2021 | $143,000 | +240.5% | 560 | +239.4% | 0.03% | +255.6% |
| Q2 2021 | $42,000 | +7.7% | 165 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $39,000 | +5.4% | 165 | 0.0% | 0.01% | -10.0% |
| Q4 2020 | $37,000 | +15.6% | 165 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $32,000 | +6.7% | 165 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $30,000 | +25.0% | 165 | 0.0% | 0.01% | +11.1% |
| Q1 2020 | $24,000 | -22.6% | 165 | 0.0% | 0.01% | -10.0% |
| Q4 2019 | $31,000 | +6.9% | 165 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $29,000 | +3.6% | 165 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $28,000 | 0.0% | 165 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $28,000 | +16.7% | 165 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $24,000 | – | 165 | – | 0.01% | – |
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% |