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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $483,972 | +11.7% | 1,768 | 0.0% | 0.42% | +2.0% |
| Q3 2023 | $433,266 | -13.4% | 1,768 | -10.1% | 0.41% | -9.3% |
| Q2 2023 | $500,562 | +8.1% | 1,967 | 0.0% | 0.45% | +4.9% |
| Q1 2023 | $463,051 | +6.7% | 1,967 | 0.0% | 0.43% | +0.7% |
| Q4 2022 | $434,078 | +6.7% | 1,967 | 0.0% | 0.43% | +2.2% |
| Q3 2022 | $407,000 | -4.9% | 1,967 | 0.0% | 0.42% | +0.2% |
| Q2 2022 | $428,000 | -17.1% | 1,967 | 0.0% | 0.42% | -8.8% |
| Q1 2022 | $516,000 | -5.5% | 1,967 | 0.0% | 0.46% | +0.7% |
| Q4 2021 | $546,000 | +9.0% | 1,967 | 0.0% | 0.45% | +1.1% |
| Q3 2021 | $501,000 | -0.4% | 1,967 | 0.0% | 0.45% | -1.8% |
| Q2 2021 | $503,000 | +7.7% | 1,967 | 0.0% | 0.46% | +10.4% |
| Q1 2021 | $467,000 | +6.1% | 1,967 | 0.0% | 0.41% | +3.2% |
| Q4 2020 | $440,000 | +14.3% | 1,967 | 0.0% | 0.40% | +1.8% |
| Q3 2020 | $385,000 | +8.8% | 1,967 | 0.0% | 0.39% | +4.0% |
| Q2 2020 | $354,000 | +21.2% | 1,967 | 0.0% | 0.38% | -4.8% |
| Q1 2020 | $292,000 | -31.6% | 1,967 | -13.1% | 0.40% | -3.4% |
| Q4 2019 | $427,000 | +8.7% | 2,263 | 0.0% | 0.41% | +6.2% |
| Q3 2019 | $393,000 | +0.8% | 2,263 | 0.0% | 0.39% | +0.8% |
| Q2 2019 | $390,000 | +3.4% | 2,263 | 0.0% | 0.38% | -0.3% |
| Q1 2019 | $377,000 | +13.6% | 2,263 | 0.0% | 0.38% | +0.8% |
| Q4 2018 | $332,000 | – | 2,263 | – | 0.38% | – |
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% |