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 | $615,198 | -5.3% | 2,518 | -1.4% | 0.08% | -3.4% |
| Q2 2023 | $649,687 | +11.3% | 2,553 | +2.9% | 0.09% | +2.4% |
| Q1 2023 | $583,817 | -17.8% | 2,480 | -22.9% | 0.08% | +16.4% |
| Q4 2022 | $709,846 | +63.9% | 3,217 | +53.8% | 0.07% | -21.5% |
| Q3 2022 | $433,000 | -4.8% | 2,092 | 0.0% | 0.09% | +126.8% |
| Q2 2022 | $455,000 | -15.4% | 2,092 | +2.1% | 0.04% | -57.7% |
| Q1 2022 | $538,000 | -3.2% | 2,049 | +2.3% | 0.10% | 0.0% |
| Q4 2021 | $556,000 | +29.3% | 2,002 | +18.7% | 0.10% | +27.6% |
| Q3 2021 | $430,000 | +1002.6% | 1,687 | +864.0% | 0.08% | +1800.0% |
| Q1 2021 | $39,000 | 0.0% | 175 | 0.0% | 0.00% | -42.9% |
| Q4 2020 | $39,000 | – | 175 | – | 0.01% | – |
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% |