ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $827,323 | -3.7% | 3,376 | 0.0% | 0.24% | -0.4% |
| Q2 2023 | $859,124 | +10.2% | 3,376 | +1.9% | 0.24% | +2.1% |
| Q1 2023 | $779,913 | +9.3% | 3,313 | +2.4% | 0.24% | -0.8% |
| Q4 2022 | $713,679 | +6.7% | 3,234 | +0.2% | 0.24% | 0.0% |
| Q3 2022 | $669,000 | -13.0% | 3,229 | -8.7% | 0.24% | -8.7% |
| Q2 2022 | $769,000 | -16.9% | 3,537 | +0.3% | 0.26% | +2.3% |
| Q1 2022 | $925,000 | -5.8% | 3,525 | -0.4% | 0.26% | +2.8% |
| Q4 2021 | $982,000 | +7.8% | 3,540 | -1.0% | 0.25% | +2.0% |
| Q3 2021 | $911,000 | -4.7% | 3,574 | -4.3% | 0.24% | -4.3% |
| Q2 2021 | $956,000 | -3.2% | 3,734 | -5.4% | 0.26% | -6.9% |
| Q1 2021 | $988,000 | +2.0% | 3,947 | -9.0% | 0.28% | -8.6% |
| Q4 2020 | $969,000 | -18.0% | 4,335 | -28.2% | 0.30% | -29.2% |
| Q3 2020 | $1,181,000 | -6.0% | 6,035 | -13.6% | 0.42% | -8.4% |
| Q2 2020 | $1,257,000 | -22.9% | 6,983 | -36.4% | 0.46% | -44.3% |
| Q1 2020 | $1,630,000 | -23.2% | 10,986 | -2.4% | 0.83% | +26.6% |
| Q4 2019 | $2,122,000 | – | 11,260 | – | 0.66% | – |
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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% |