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 | $98 | -3.9% | 400 | 0.0% | 0.04% | -7.9% |
| Q2 2023 | $102 | +8.5% | 400 | 0.0% | 0.04% | +8.6% |
| Q1 2023 | $94 | +6.8% | 400 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $88 | -99.9% | 400 | 0.0% | 0.04% | -10.3% |
| Q3 2022 | $83,000 | -4.6% | 400 | 0.0% | 0.04% | +5.4% |
| Q2 2022 | $87,000 | -17.1% | 400 | 0.0% | 0.04% | -2.6% |
| Q1 2022 | $105,000 | -5.4% | 400 | 0.0% | 0.04% | -2.6% |
| Q4 2021 | $111,000 | +8.8% | 400 | 0.0% | 0.04% | -2.5% |
| Q3 2021 | $102,000 | 0.0% | 400 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $102,000 | +7.4% | 400 | 0.0% | 0.04% | -14.6% |
| Q1 2021 | $95,000 | +6.7% | 400 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $89,000 | +14.1% | 400 | 0.0% | 0.05% | +4.3% |
| Q3 2020 | $78,000 | +8.3% | 400 | 0.0% | 0.05% | -4.2% |
| Q2 2020 | $72,000 | +22.0% | 400 | 0.0% | 0.05% | -9.4% |
| Q1 2020 | $59,000 | -21.3% | 400 | 0.0% | 0.05% | -5.4% |
| Q4 2019 | $75,000 | +7.1% | 400 | 0.0% | 0.06% | +3.7% |
| Q3 2019 | $70,000 | -50.7% | 400 | -51.6% | 0.05% | -52.6% |
| Q2 2019 | $142,000 | +2.9% | 826 | 0.0% | 0.11% | -2.6% |
| Q1 2019 | $138,000 | – | 826 | – | 0.12% | – |
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% |