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 | $586 | -3.8% | 2,392 | 0.0% | 0.08% | -25.4% |
| Q2 2023 | $609 | +8.2% | 2,392 | +0.0% | 0.11% | -2.6% |
| Q1 2023 | $563 | -99.7% | 2,391 | +203.0% | 0.12% | +154.3% |
| Q3 2021 | $201,000 | -0.5% | 789 | +0.1% | 0.05% | 0.0% |
| Q2 2021 | $202,000 | -19.8% | 788 | -43.6% | 0.05% | -17.9% |
| Q2 2020 | $252,000 | +14.5% | 1,398 | -5.6% | 0.06% | -11.1% |
| Q1 2020 | $220,000 | -43.4% | 1,481 | -28.3% | 0.06% | -29.2% |
| Q4 2019 | $389,000 | -3.7% | 2,065 | -11.3% | 0.09% | -24.6% |
| Q3 2019 | $404,000 | – | 2,327 | – | 0.12% | – |
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% |