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 | $1,247,387 | -3.7% | 5,090 | 0.0% | 1.10% | -0.9% |
| Q2 2023 | $1,295,336 | +8.4% | 5,090 | +0.3% | 1.11% | -5.0% |
| Q1 2023 | $1,195,190 | -80.1% | 5,077 | -81.3% | 1.17% | -81.6% |
| Q4 2022 | $5,998,757 | +476.1% | 27,183 | +440.5% | 6.35% | +407.7% |
| Q3 2022 | $1,041,245 | -4.8% | 5,029 | 0.0% | 1.25% | +1.9% |
| Q2 2022 | $1,093,298 | +192.6% | 5,029 | +253.2% | 1.23% | +222.0% |
| Q1 2022 | $373,598 | -5.2% | 1,424 | +0.3% | 0.38% | +7.6% |
| Q4 2021 | $394,005 | – | 1,420 | – | 0.35% | – |
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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% |