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 | $607,788 | -3.7% | 2,480 | 0.0% | 0.09% | +11.0% |
| Q2 2023 | $631,151 | +8.2% | 2,480 | +0.1% | 0.08% | +6.5% |
| Q1 2023 | $583,202 | +6.8% | 2,477 | +0.1% | 0.08% | +1.3% |
| Q4 2022 | $545,865 | -0.6% | 2,474 | -6.7% | 0.08% | -13.6% |
| Q3 2022 | $549,000 | -20.1% | 2,651 | -16.1% | 0.09% | -16.2% |
| Q2 2022 | $687,000 | -14.4% | 3,160 | +3.3% | 0.10% | -2.8% |
| Q1 2022 | $803,000 | +88.1% | 3,060 | +99.1% | 0.11% | +89.5% |
| Q4 2021 | $427,000 | +3.9% | 1,537 | 0.0% | 0.06% | +3.6% |
| Q3 2021 | $411,000 | -1.2% | 1,537 | -5.4% | 0.06% | -3.5% |
| Q2 2021 | $416,000 | +8.1% | 1,624 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $385,000 | -3.5% | 1,624 | -9.1% | 0.06% | -17.4% |
| Q4 2020 | $399,000 | – | 1,787 | – | 0.07% | – |
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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% |