ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $869,254 | -5.6% | 3,547 | 0.0% | 0.30% | -1.0% |
| Q2 2023 | $920,864 | +9.5% | 3,547 | -0.8% | 0.30% | -1.0% |
| Q1 2023 | $841,267 | +6.9% | 3,574 | +0.2% | 0.30% | +3.8% |
| Q4 2022 | $786,850 | +6.9% | 3,566 | +0.3% | 0.29% | -2.3% |
| Q3 2022 | $736,000 | -4.8% | 3,554 | 0.0% | 0.30% | -0.7% |
| Q2 2022 | $773,000 | -40.7% | 3,554 | -28.5% | 0.30% | -29.5% |
| Q1 2022 | $1,304,000 | -5.3% | 4,970 | +0.1% | 0.43% | -1.6% |
| Q4 2021 | $1,377,000 | -4.2% | 4,963 | -11.7% | 0.43% | -8.8% |
| Q3 2021 | $1,438,000 | 0.0% | 5,619 | 0.0% | 0.48% | -8.3% |
| Q2 2021 | $1,438,000 | +7.6% | 5,619 | -0.2% | 0.52% | +9.3% |
| Q1 2021 | $1,336,000 | -1.7% | 5,631 | -7.4% | 0.48% | -7.9% |
| Q4 2020 | $1,359,000 | +14.2% | 6,081 | -0.0% | 0.52% | -3.2% |
| Q3 2020 | $1,190,000 | +8.9% | 6,082 | +0.2% | 0.53% | +5.1% |
| Q2 2020 | $1,093,000 | +12.1% | 6,072 | -7.6% | 0.51% | 0.0% |
| Q1 2020 | $975,000 | +3.9% | 6,570 | +32.1% | 0.51% | +26.8% |
| Q4 2019 | $938,000 | – | 4,975 | – | 0.40% | – |
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% |