ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,046,406 | -3.7% | 4,270 | 0.0% | 0.62% | -1.3% |
| Q2 2023 | $1,086,630 | +8.1% | 4,270 | 0.0% | 0.63% | +1.4% |
| Q1 2023 | $1,005,201 | +6.7% | 4,270 | 0.0% | 0.62% | -3.4% |
| Q4 2022 | $942,304 | +6.6% | 4,270 | 0.0% | 0.64% | +5.6% |
| Q3 2022 | $884,000 | -4.7% | 4,270 | 0.0% | 0.61% | -7.9% |
| Q2 2022 | $928,000 | -17.1% | 4,270 | 0.0% | 0.66% | -7.0% |
| Q1 2022 | $1,120,000 | -5.5% | 4,270 | 0.0% | 0.71% | -2.2% |
| Q4 2021 | $1,185,000 | +8.9% | 4,270 | 0.0% | 0.73% | +1.8% |
| Q3 2021 | $1,088,000 | -0.5% | 4,270 | 0.0% | 0.71% | +6.2% |
| Q2 2021 | $1,093,000 | +7.9% | 4,270 | 0.0% | 0.67% | +2.6% |
| Q1 2021 | $1,013,000 | +6.1% | 4,270 | 0.0% | 0.66% | +0.3% |
| Q4 2020 | $955,000 | +14.2% | 4,270 | 0.0% | 0.65% | -3.1% |
| Q3 2020 | $836,000 | +8.7% | 4,270 | 0.0% | 0.67% | +5.8% |
| Q2 2020 | $769,000 | -14.5% | 4,270 | -10.5% | 0.64% | -31.4% |
| Q4 2019 | $899,000 | – | 4,770 | – | 0.93% | – |
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% |