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 | $83,565 | +1.3% | 341 | +5.2% | 0.05% | +6.2% |
| Q2 2023 | $82,452 | +8.1% | 324 | 0.0% | 0.05% | -4.0% |
| Q1 2023 | $76,273 | +6.7% | 324 | 0.0% | 0.05% | -5.7% |
| Q4 2022 | $71,500 | -12.8% | 324 | -17.8% | 0.05% | -15.9% |
| Q3 2022 | $82,000 | +1.2% | 394 | +5.6% | 0.06% | +14.5% |
| Q2 2022 | $81,000 | -17.3% | 373 | 0.0% | 0.06% | +3.8% |
| Q1 2022 | $98,000 | -4.9% | 373 | +0.8% | 0.05% | +39.5% |
| Q4 2021 | $103,000 | +9.6% | 370 | 0.0% | 0.04% | +2.7% |
| Q3 2021 | $94,000 | -31.9% | 370 | -31.6% | 0.04% | -32.7% |
| Q2 2021 | $138,000 | +8.7% | 541 | +0.7% | 0.06% | 0.0% |
| Q1 2021 | $127,000 | +5.8% | 537 | 0.0% | 0.06% | +5.8% |
| Q4 2020 | $120,000 | +14.3% | 537 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $105,000 | +25.0% | 537 | +15.0% | 0.05% | +8.3% |
| Q2 2020 | $84,000 | -15.2% | 467 | -30.2% | 0.05% | -42.9% |
| Q1 2020 | $99,000 | -21.4% | 669 | 0.0% | 0.08% | -19.2% |
| Q4 2019 | $126,000 | – | 669 | – | 0.10% | – |
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% |