ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,486,368 | -4.1% | 18,307 | -0.4% | 1.39% | +0.4% |
| Q2 2023 | $4,677,383 | +8.7% | 18,380 | +0.5% | 1.38% | +4.4% |
| Q1 2023 | $4,303,663 | +4.9% | 18,282 | -1.7% | 1.33% | -3.4% |
| Q4 2022 | $4,104,484 | +17.5% | 18,599 | +10.2% | 1.37% | -8.8% |
| Q3 2022 | $3,494,000 | -4.6% | 16,878 | +0.2% | 1.50% | -10.1% |
| Q2 2022 | $3,661,000 | -17.0% | 16,839 | +0.1% | 1.68% | -8.6% |
| Q1 2022 | $4,412,000 | -5.7% | 16,815 | -0.3% | 1.83% | -13.8% |
| Q4 2021 | $4,680,000 | +8.6% | 16,866 | -0.2% | 2.12% | -10.1% |
| Q3 2021 | $4,308,000 | -1.0% | 16,902 | -0.6% | 2.36% | -5.6% |
| Q2 2021 | $4,353,000 | +7.7% | 17,009 | -0.1% | 2.50% | -5.8% |
| Q1 2021 | $4,040,000 | +6.0% | 17,030 | -0.1% | 2.66% | -1.7% |
| Q4 2020 | $3,811,000 | – | 17,046 | – | 2.70% | – |
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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% |