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 | $570,581 | -21.6% | 2,328 | -18.6% | 0.08% | -25.0% |
| Q2 2023 | $727,813 | +8.1% | 2,860 | 0.0% | 0.10% | -4.6% |
| Q1 2023 | $673,273 | +6.7% | 2,860 | 0.0% | 0.11% | -24.3% |
| Q4 2022 | $631,145 | +6.6% | 2,860 | 0.0% | 0.14% | -8.3% |
| Q3 2022 | $592,000 | -4.8% | 2,860 | 0.0% | 0.16% | +42.7% |
| Q2 2022 | $622,000 | -17.1% | 2,860 | 0.0% | 0.11% | -6.0% |
| Q1 2022 | $750,000 | -2.0% | 2,860 | +3.8% | 0.12% | +27.2% |
| Q4 2021 | $765,000 | +9.0% | 2,755 | 0.0% | 0.09% | -8.9% |
| Q3 2021 | $702,000 | -0.4% | 2,755 | 0.0% | 0.10% | -13.7% |
| Q2 2021 | $705,000 | +7.8% | 2,755 | 0.0% | 0.12% | -15.8% |
| Q1 2021 | $654,000 | – | 2,755 | – | 0.14% | – |
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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% |