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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,132,757 | -0.1% | 8,703 | +3.8% | 0.42% | +3.2% |
| Q2 2023 | $2,134,578 | +102.6% | 8,388 | +87.4% | 0.40% | +88.7% |
| Q1 2023 | $1,053,695 | -4.5% | 4,476 | -10.4% | 0.21% | -10.9% |
| Q4 2022 | $1,102,959 | +2.1% | 4,998 | -4.2% | 0.24% | -13.4% |
| Q3 2022 | $1,080,000 | -21.6% | 5,217 | -17.6% | 0.28% | -21.8% |
| Q2 2022 | $1,377,000 | -24.0% | 6,333 | -8.4% | 0.35% | -16.2% |
| Q1 2022 | $1,813,000 | +97.9% | 6,912 | +109.4% | 0.42% | +100.5% |
| Q4 2021 | $916,000 | – | 3,301 | – | 0.21% | – |
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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% |