ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $252,167 | -9.8% | 1,029 | -6.4% | 0.15% | -9.8% |
Q2 2023 | $279,674 | +8.1% | 1,099 | 0.0% | 0.16% | +1.2% |
Q1 2023 | $258,716 | +6.7% | 1,099 | 0.0% | 0.16% | +2.5% |
Q4 2022 | $242,527 | +6.4% | 1,099 | 0.0% | 0.16% | +4.0% |
Q3 2022 | $228,000 | -5.4% | 1,099 | 0.0% | 0.15% | -6.8% |
Q2 2022 | $241,000 | -16.3% | 1,099 | 0.0% | 0.16% | -9.5% |
Q1 2022 | $288,000 | -5.6% | 1,099 | 0.0% | 0.18% | +3.5% |
Q4 2021 | $305,000 | +8.9% | 1,099 | 0.0% | 0.17% | +7.5% |
Q3 2021 | $280,000 | -1.4% | 1,099 | -1.1% | 0.16% | -15.3% |
Q2 2021 | $284,000 | – | 1,111 | – | 0.19% | – |
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% |