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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $52,000 | -1.9% | 206 | 0.0% | 0.02% | -9.5% |
| Q2 2021 | $53,000 | +15.2% | 206 | 0.0% | 0.02% | -4.5% |
| Q1 2021 | $46,000 | 0.0% | 206 | 0.0% | 0.02% | -4.3% |
| Q4 2020 | $46,000 | +15.0% | 206 | 0.0% | 0.02% | -4.2% |
| Q3 2020 | $40,000 | +8.1% | 206 | 0.0% | 0.02% | -7.7% |
| Q2 2020 | $37,000 | +19.4% | 206 | 0.0% | 0.03% | -3.7% |
| Q1 2020 | $31,000 | -20.5% | 206 | 0.0% | 0.03% | -12.9% |
| Q4 2019 | $39,000 | +8.3% | 206 | 0.0% | 0.03% | -8.8% |
| Q3 2019 | $36,000 | 0.0% | 206 | 0.0% | 0.03% | +6.2% |
| Q2 2019 | $36,000 | +38.5% | 206 | +31.2% | 0.03% | +60.0% |
| Q1 2019 | $26,000 | -3.7% | 157 | -15.6% | 0.02% | 0.0% |
| Q4 2018 | $27,000 | – | 186 | – | 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% |