ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $330,358 | +6.7% | 1,403 | 0.0% | 0.18% | +12.1% |
| Q4 2022 | $309,687 | +6.4% | 1,403 | 0.0% | 0.16% | +15.4% |
| Q3 2022 | $291,000 | -4.6% | 1,403 | 0.0% | 0.14% | +20.2% |
| Q2 2022 | $305,000 | -17.1% | 1,403 | 0.0% | 0.12% | -14.4% |
| Q1 2022 | $368,000 | -5.4% | 1,403 | 0.0% | 0.14% | -11.5% |
| Q4 2021 | $389,000 | +8.7% | 1,403 | 0.0% | 0.16% | -3.1% |
| Q3 2021 | $358,000 | -0.3% | 1,403 | 0.0% | 0.16% | -6.4% |
| Q2 2021 | $359,000 | +7.8% | 1,403 | 0.0% | 0.17% | -10.4% |
| Q1 2021 | $333,000 | +2.8% | 1,403 | -3.3% | 0.19% | -5.9% |
| Q4 2020 | $324,000 | – | 1,451 | – | 0.20% | – |
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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% |