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 | $810,685 | -11.3% | 3,308 | -7.9% | 0.10% | -8.5% |
| Q2 2023 | $913,963 | +8.4% | 3,591 | +0.2% | 0.11% | +2.9% |
| Q1 2023 | $843,392 | +6.0% | 3,583 | -0.7% | 0.10% | +3.0% |
| Q4 2022 | $796,008 | +7.3% | 3,607 | +0.6% | 0.10% | -2.9% |
| Q3 2022 | $742,000 | -4.4% | 3,584 | +0.4% | 0.10% | -41.1% |
| Q2 2022 | $776,000 | -16.9% | 3,568 | +0.3% | 0.18% | +57.7% |
| Q1 2022 | $934,000 | -5.2% | 3,558 | +0.3% | 0.11% | -6.7% |
| Q4 2021 | $985,000 | +9.0% | 3,549 | 0.0% | 0.12% | -1.7% |
| Q3 2021 | $904,000 | -1.0% | 3,549 | -0.5% | 0.12% | -39.8% |
| Q2 2021 | $913,000 | +12.9% | 3,566 | +4.5% | 0.20% | +2.0% |
| Q1 2021 | $809,000 | -7.0% | 3,412 | -12.4% | 0.20% | -12.8% |
| Q4 2020 | $870,000 | +19.3% | 3,893 | +4.5% | 0.23% | -0.9% |
| Q3 2020 | $729,000 | +4.7% | 3,724 | -3.6% | 0.23% | -5.8% |
| Q2 2020 | $696,000 | +27.0% | 3,864 | +4.5% | 0.24% | +2.1% |
| Q1 2020 | $548,000 | -28.7% | 3,697 | -9.3% | 0.24% | -15.1% |
| Q4 2019 | $769,000 | – | 4,078 | – | 0.28% | – |
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% |