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 | $691,488 | -3.7% | 2,822 | 0.0% | 0.18% | +1.1% |
| Q2 2023 | $718,068 | +8.2% | 2,822 | +0.1% | 0.18% | +2.9% |
| Q1 2023 | $663,795 | +6.9% | 2,820 | +0.2% | 0.17% | +1.2% |
| Q4 2022 | $621,219 | +20.2% | 2,815 | +12.6% | 0.17% | +18.2% |
| Q3 2022 | $517,000 | -4.8% | 2,501 | +0.1% | 0.14% | -2.1% |
| Q2 2022 | $543,000 | -17.0% | 2,498 | +0.1% | 0.15% | -5.2% |
| Q1 2022 | $654,000 | -5.5% | 2,496 | +0.1% | 0.15% | -3.1% |
| Q4 2021 | $692,000 | +9.0% | 2,494 | +0.1% | 0.16% | -0.6% |
| Q3 2021 | $635,000 | -0.3% | 2,492 | +0.1% | 0.16% | -1.2% |
| Q2 2021 | $637,000 | +8.0% | 2,490 | +0.0% | 0.16% | -1.2% |
| Q1 2021 | $590,000 | +6.1% | 2,489 | +0.1% | 0.16% | -3.0% |
| Q4 2020 | $556,000 | +15.1% | 2,487 | +0.7% | 0.17% | -0.6% |
| Q3 2020 | $483,000 | +6.2% | 2,470 | -1.9% | 0.17% | -0.6% |
| Q2 2020 | $455,000 | +28.2% | 2,517 | +0.1% | 0.17% | +1.2% |
| Q1 2020 | $355,000 | -28.4% | 2,515 | -3.7% | 0.17% | +1.8% |
| Q4 2019 | $496,000 | +45.5% | 2,611 | +31.0% | 0.17% | +33.9% |
| Q3 2019 | $341,000 | -1.4% | 1,993 | +0.1% | 0.12% | -3.9% |
| Q2 2019 | $346,000 | +3.3% | 1,992 | +0.1% | 0.13% | -5.1% |
| Q1 2019 | $335,000 | – | 1,990 | – | 0.14% | – |
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% |