ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $34,061,101 | -4.7% | 138,991 | -1.0% | 1.75% | -6.3% |
| Q2 2023 | $35,740,918 | +75812.1% | 140,447 | +70123.5% | 1.87% | +62300.0% |
| Q1 2023 | $47,082 | -99.8% | 200 | -99.8% | 0.00% | -99.8% |
| Q4 2022 | $25,759,633 | +9.7% | 116,728 | +2.9% | 1.56% | -3.5% |
| Q3 2022 | $23,475,000 | -8.0% | 113,385 | -2.2% | 1.62% | +28.2% |
| Q2 2022 | $25,519,000 | -15.0% | 115,912 | +1.3% | 1.26% | -2.2% |
| Q1 2022 | $30,015,000 | -16.4% | 114,400 | -10.4% | 1.29% | -5.7% |
| Q4 2021 | $35,901,000 | +7.1% | 127,739 | -1.6% | 1.37% | +6.5% |
| Q3 2021 | $33,510,000 | -1.5% | 129,848 | -1.3% | 1.28% | -3.2% |
| Q2 2021 | $34,012,000 | +10.0% | 131,511 | +6.2% | 1.33% | +53.8% |
| Q1 2021 | $30,912,000 | +6.1% | 123,803 | -0.6% | 0.86% | -26.2% |
| Q4 2020 | $29,138,000 | +134.7% | 124,528 | +92.8% | 1.17% | +82.0% |
| Q3 2020 | $12,414,000 | +6.4% | 64,591 | -3.0% | 0.64% | -0.9% |
| Q2 2020 | $11,672,000 | +395.4% | 66,591 | +312.6% | 0.65% | +310.8% |
| Q1 2020 | $2,356,000 | -27.7% | 16,139 | -6.8% | 0.16% | -9.2% |
| Q4 2019 | $3,258,000 | +10.3% | 17,315 | +1.3% | 0.17% | -1.1% |
| Q3 2019 | $2,955,000 | +1.6% | 17,092 | +1.2% | 0.18% | -2.2% |
| Q2 2019 | $2,909,000 | +4.0% | 16,882 | +0.6% | 0.18% | -2.7% |
| Q1 2019 | $2,798,000 | +75.3% | 16,787 | +53.0% | 0.18% | +56.8% |
| Q4 2018 | $1,596,000 | -8.1% | 10,969 | +8.8% | 0.12% | +1.7% |
| Q3 2018 | $1,737,000 | +13.2% | 10,086 | +6.7% | 0.12% | -3.3% |
| Q2 2018 | $1,534,000 | +1.3% | 9,453 | -2.4% | 0.12% | -9.1% |
| Q1 2018 | $1,514,000 | +18.7% | 9,685 | +20.0% | 0.13% | +15.8% |
| Q4 2017 | $1,276,000 | +27.2% | 8,068 | +31.7% | 0.11% | +14.0% |
| Q3 2017 | $1,003,000 | +30.3% | 6,127 | +15.5% | 0.10% | +26.6% |
| Q2 2017 | $770,000 | +541.7% | 5,306 | +517.0% | 0.08% | +558.3% |
| Q1 2017 | $120,000 | +5.3% | 860 | 0.0% | 0.01% | -20.0% |
| Q4 2016 | $114,000 | -7.3% | 860 | -10.4% | 0.02% | -11.8% |
| Q3 2016 | $123,000 | -0.8% | 960 | -4.6% | 0.02% | -5.6% |
| Q2 2016 | $124,000 | +1.6% | 1,006 | 0.0% | 0.02% | -5.3% |
| Q1 2016 | $122,000 | – | 1,006 | – | 0.02% | – |
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% |