ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $154,914 | -3.7% | 632 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $160,869 | +8.4% | 632 | +0.2% | 0.09% | +3.4% |
| Q1 2023 | $148,432 | +7.1% | 631 | +0.5% | 0.09% | 0.0% |
| Q4 2022 | $138,646 | +6.7% | 628 | 0.0% | 0.09% | -4.3% |
| Q3 2022 | $130,000 | -5.1% | 628 | 0.0% | 0.09% | -8.8% |
| Q2 2022 | $137,000 | -17.0% | 628 | 0.0% | 0.10% | -15.0% |
| Q1 2022 | $165,000 | -5.2% | 628 | 0.0% | 0.12% | -2.4% |
| Q4 2021 | $174,000 | +9.4% | 628 | +0.6% | 0.12% | +3.4% |
| Q3 2021 | $159,000 | -0.6% | 624 | 0.0% | 0.12% | -6.3% |
| Q2 2021 | $160,000 | +8.8% | 624 | +0.5% | 0.13% | -3.1% |
| Q1 2021 | $147,000 | +5.8% | 621 | 0.0% | 0.13% | -4.4% |
| Q4 2020 | $139,000 | – | 621 | – | 0.14% | – |
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% |