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 | $2,561,342 | +0.8% | 10,811 | +1.3% | 0.98% | -1.7% |
| Q1 2023 | $2,540,223 | +157.4% | 10,675 | +123.9% | 0.99% | +111.3% |
| Q3 2022 | $987,000 | -26.5% | 4,767 | -22.8% | 0.47% | -40.4% |
| Q2 2022 | $1,342,000 | -59.5% | 6,172 | -51.1% | 0.79% | -46.4% |
| Q1 2022 | $3,311,000 | +59.7% | 12,620 | +68.9% | 1.47% | +52.4% |
| Q4 2021 | $2,073,000 | +8.9% | 7,470 | 0.0% | 0.96% | +1.2% |
| Q3 2021 | $1,904,000 | +390.7% | 7,470 | +392.1% | 0.95% | +736.0% |
| Q2 2021 | $388,000 | -78.0% | 1,518 | -79.6% | 0.11% | -86.8% |
| Q1 2021 | $1,766,000 | +6.1% | 7,445 | 0.0% | 0.86% | -7.6% |
| Q4 2020 | $1,664,000 | +11.7% | 7,445 | -2.2% | 0.94% | -12.2% |
| Q3 2020 | $1,490,000 | +8.3% | 7,615 | -0.4% | 1.07% | -2.6% |
| Q2 2020 | $1,376,000 | +40.7% | 7,642 | +15.9% | 1.10% | -7.8% |
| Q1 2020 | $978,000 | -53.9% | 6,592 | -41.4% | 1.19% | -50.7% |
| Q4 2019 | $2,120,000 | +8.5% | 11,246 | 0.0% | 2.41% | +1.4% |
| Q3 2019 | $1,954,000 | -1.8% | 11,246 | -2.6% | 2.37% | +7.5% |
| Q2 2019 | $1,990,000 | +2.2% | 11,546 | -1.2% | 2.21% | +21.9% |
| Q1 2019 | $1,947,000 | +5.0% | 11,682 | -7.3% | 1.81% | -21.4% |
| Q4 2018 | $1,854,000 | – | 12,608 | – | 2.30% | – |
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% |