ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,654,359 | -2.9% | 27,154 | +0.8% | 5.02% | +8.0% |
| Q2 2023 | $6,852,383 | +12.2% | 26,927 | +3.8% | 4.65% | +10.4% |
| Q1 2023 | $6,108,419 | +39.5% | 25,948 | +30.8% | 4.21% | +44.6% |
| Q4 2022 | $4,379,174 | +23.9% | 19,844 | +16.3% | 2.91% | +33.3% |
| Q3 2022 | $3,534,000 | +11.6% | 17,069 | +17.2% | 2.19% | +12.7% |
| Q2 2022 | $3,167,000 | +4.0% | 14,567 | +25.6% | 1.94% | +18.5% |
| Q1 2022 | $3,044,000 | +8.1% | 11,602 | +14.3% | 1.64% | +9.0% |
| Q4 2021 | $2,817,000 | +18.8% | 10,152 | +9.1% | 1.50% | +37.4% |
| Q3 2021 | $2,371,000 | -11.4% | 9,302 | -11.0% | 1.09% | -18.4% |
| Q2 2021 | $2,675,000 | +5.0% | 10,452 | -2.7% | 1.34% | -8.0% |
| Q1 2021 | $2,547,000 | +12.9% | 10,737 | +6.4% | 1.46% | -7.0% |
| Q4 2020 | $2,255,000 | +29.8% | 10,087 | +16.9% | 1.57% | +19.8% |
| Q3 2020 | $1,737,000 | -0.5% | 8,630 | -11.0% | 1.31% | -17.9% |
| Q2 2020 | $1,746,000 | +18.6% | 9,697 | -2.3% | 1.59% | -2.1% |
| Q1 2020 | $1,472,000 | -61.8% | 9,922 | -51.5% | 1.63% | -58.4% |
| Q4 2019 | $3,853,000 | – | 20,442 | – | 3.91% | – |
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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% |