ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,767 | -3.7% | 1,077 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $273,908 | -13.1% | 1,077 | -19.6% | 0.04% | -17.4% |
| Q1 2023 | $315,293 | +5.9% | 1,340 | -0.7% | 0.05% | -2.1% |
| Q4 2022 | $297,773 | +7.1% | 1,350 | +0.7% | 0.05% | -6.0% |
| Q3 2022 | $278,000 | -4.5% | 1,341 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $291,000 | -64.0% | 1,341 | -60.8% | 0.05% | -66.7% |
| Q1 2022 | $809,000 | +85.6% | 3,417 | +117.4% | 0.15% | +131.8% |
| Q4 2021 | $436,000 | +9.0% | 1,572 | 0.0% | 0.07% | +1.5% |
| Q3 2021 | $400,000 | -7.0% | 1,572 | -6.0% | 0.06% | -9.7% |
| Q2 2021 | $430,000 | -47.6% | 1,672 | -51.1% | 0.07% | -53.2% |
| Q1 2021 | $820,000 | -26.1% | 3,417 | -31.0% | 0.15% | -33.9% |
| Q4 2020 | $1,109,000 | – | 4,953 | – | 0.23% | – |
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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% |