ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,594,850 | +5.8% | 6,508 | +9.9% | 1.04% | +6.3% |
| Q2 2023 | $1,507,285 | +11.6% | 5,923 | +3.2% | 0.98% | -4.2% |
| Q1 2023 | $1,350,547 | +11.0% | 5,737 | +4.1% | 1.03% | +6.9% |
| Q4 2022 | $1,216,167 | +1.3% | 5,511 | -4.9% | 0.96% | -7.2% |
| Q3 2022 | $1,200,000 | -4.2% | 5,797 | +0.6% | 1.04% | +1.9% |
| Q2 2022 | $1,253,000 | -10.2% | 5,763 | -1.4% | 1.02% | -8.3% |
| Q1 2022 | $1,396,000 | -18.5% | 5,847 | -5.2% | 1.11% | -9.3% |
| Q4 2021 | $1,712,000 | +9.5% | 6,168 | +0.5% | 1.22% | -1.5% |
| Q3 2021 | $1,564,000 | +5.5% | 6,138 | +5.9% | 1.24% | +2.9% |
| Q2 2021 | $1,483,000 | +9.9% | 5,794 | +1.8% | 1.20% | +1.1% |
| Q1 2021 | $1,350,000 | +5.4% | 5,689 | -0.7% | 1.19% | +1.9% |
| Q4 2020 | $1,281,000 | -5.1% | 5,730 | +0.7% | 1.17% | -1.8% |
| Q1 2012 | $1,350,000 | – | 5,689 | – | 1.19% | – |
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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% |