ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 512 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.69 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $237,000 | -17.1% | 1,090 | 0.0% | 0.07% | -9.5% |
| Q1 2022 | $286,000 | -5.3% | 1,090 | 0.0% | 0.07% | -9.8% |
| Q4 2021 | $302,000 | +4.9% | 1,090 | -3.7% | 0.08% | -7.9% |
| Q3 2021 | $288,000 | -0.7% | 1,132 | 0.0% | 0.09% | +1.1% |
| Q2 2021 | $290,000 | -23.3% | 1,132 | -29.0% | 0.09% | -30.2% |
| Q1 2021 | $378,000 | -1.3% | 1,595 | -6.8% | 0.13% | -11.3% |
| Q4 2020 | $383,000 | +14.3% | 1,712 | +0.1% | 0.14% | -2.7% |
| Q3 2020 | $335,000 | -43.8% | 1,711 | -48.3% | 0.15% | -51.7% |
| Q2 2020 | $596,000 | +20.6% | 3,312 | -0.5% | 0.30% | +6.7% |
| Q1 2020 | $494,000 | -21.1% | 3,329 | +0.3% | 0.28% | -11.3% |
| Q4 2019 | $626,000 | +15.9% | 3,319 | +6.8% | 0.32% | +6.0% |
| Q3 2019 | $540,000 | +2.9% | 3,109 | +0.3% | 0.30% | -0.7% |
| Q2 2019 | $525,000 | +17.4% | 3,101 | +15.8% | 0.30% | +15.2% |
| Q1 2019 | $447,000 | -74.8% | 2,679 | -75.5% | 0.26% | -65.7% |
| Q4 2018 | $1,777,000 | – | 10,938 | – | 0.77% | – |
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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% |