ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,291,180 | -3.7% | 25,672 | 0.0% | 3.65% | -0.3% |
| Q2 2023 | $6,533,011 | +8.1% | 25,672 | 0.0% | 3.66% | -0.1% |
| Q1 2023 | $6,043,446 | +6.7% | 25,672 | 0.0% | 3.66% | +5.2% |
| Q4 2022 | $5,665,297 | +6.5% | 25,672 | -0.1% | 3.48% | -1.3% |
| Q3 2022 | $5,320,000 | -4.8% | 25,696 | 0.0% | 3.52% | -1.8% |
| Q2 2022 | $5,586,000 | -17.8% | 25,696 | -0.8% | 3.59% | -9.8% |
| Q1 2022 | $6,796,000 | +2.7% | 25,902 | +8.7% | 3.98% | +0.3% |
| Q4 2021 | $6,615,000 | +5.8% | 23,837 | -2.9% | 3.97% | +43.0% |
| Q3 2021 | $6,255,000 | -0.4% | 24,544 | 0.0% | 2.77% | -2.9% |
| Q2 2021 | $6,281,000 | +6.1% | 24,544 | -1.6% | 2.86% | -12.6% |
| Q1 2021 | $5,918,000 | +4.9% | 24,948 | -1.2% | 3.27% | -1.0% |
| Q4 2020 | $5,642,000 | – | 25,240 | – | 3.30% | – |
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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% |