ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 457 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $223,005 | -3.7% | 910 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $231,577 | +8.1% | 910 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $214,223 | +6.7% | 910 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $200,819 | -16.0% | 910 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $239,000 | -5.5% | 910 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $253,000 | +9.1% | 910 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $232,000 | -0.4% | 910 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $233,000 | +7.9% | 910 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $216,000 | +6.4% | 910 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $203,000 | -9.4% | 910 | -39.7% | 0.00% | -50.0% |
Q1 2020 | $224,000 | -21.4% | 1,510 | 0.0% | 0.01% | +20.0% |
Q4 2019 | $285,000 | +8.8% | 1,510 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $262,000 | – | 1,510 | – | 0.01% | – |
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% |