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 | $535,867 | -6.3% | 2,200 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $571,824 | +11.0% | 2,200 | 0.0% | 0.08% | -8.4% |
| Q1 2023 | $515,152 | +3.6% | 2,200 | 0.0% | 0.08% | -3.5% |
| Q4 2022 | $497,178 | -63.4% | 2,200 | -64.5% | 0.09% | -67.7% |
| Q3 2022 | $1,360,000 | -3.3% | 6,200 | 0.0% | 0.27% | +3.1% |
| Q2 2022 | $1,406,000 | -12.6% | 6,200 | 0.0% | 0.26% | -5.8% |
| Q1 2022 | $1,608,000 | -6.6% | 6,200 | 0.0% | 0.27% | +10.9% |
| Q4 2021 | $1,721,000 | – | 6,200 | – | 0.25% | – |
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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% |