ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $438,902 | -50.5% | 1,791 | -48.5% | 0.07% | -22.6% |
| Q2 2023 | $885,845 | -2.2% | 3,481 | -9.5% | 0.09% | -8.8% |
| Q1 2023 | $905,387 | +6.7% | 3,846 | 0.0% | 0.10% | -2.9% |
| Q4 2022 | $848,735 | -3.9% | 3,846 | -9.9% | 0.10% | -12.5% |
| Q3 2022 | $883,000 | +3.8% | 4,267 | +9.0% | 0.12% | +7.1% |
| Q2 2022 | $851,000 | -15.0% | 3,915 | +2.6% | 0.11% | +0.9% |
| Q1 2022 | $1,001,000 | -1.3% | 3,815 | +4.4% | 0.11% | +1.8% |
| Q4 2021 | $1,014,000 | +2.5% | 3,653 | -5.9% | 0.11% | -16.8% |
| Q3 2021 | $989,000 | -73.0% | 3,880 | -72.9% | 0.13% | -77.8% |
| Q2 2021 | $3,663,000 | +5.1% | 14,315 | -2.5% | 0.59% | -17.2% |
| Q1 2021 | $3,484,000 | +16.8% | 14,685 | +10.1% | 0.71% | -22.4% |
| Q4 2020 | $2,982,000 | – | 13,341 | – | 0.92% | – |
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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% |