ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $415,377 | -3.7% | 1,695 | 0.0% | 0.21% | -0.5% |
Q2 2023 | $431,344 | +8.1% | 1,695 | 0.0% | 0.21% | +2.9% |
Q1 2023 | $399,020 | +6.7% | 1,695 | 0.0% | 0.20% | +5.7% |
Q4 2022 | $374,053 | -0.5% | 1,695 | -6.6% | 0.19% | -8.9% |
Q3 2022 | $376,000 | -6.0% | 1,815 | 0.0% | 0.21% | -1.4% |
Q2 2022 | $400,000 | -16.0% | 1,815 | 0.0% | 0.22% | -6.1% |
Q1 2022 | $476,000 | -5.6% | 1,815 | 0.0% | 0.23% | -4.2% |
Q4 2021 | $504,000 | -10.6% | 1,815 | -18.1% | 0.24% | -21.6% |
Q3 2021 | $564,000 | -2.1% | 2,215 | -1.6% | 0.31% | +1.7% |
Q2 2021 | $576,000 | +7.9% | 2,250 | 0.0% | 0.30% | 0.0% |
Q1 2021 | $534,000 | +4.7% | 2,250 | -1.3% | 0.30% | -4.4% |
Q4 2020 | $510,000 | – | 2,280 | – | 0.32% | – |
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% |