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 | $23,823,998 | +18.1% | 97,217 | +22.7% | 0.04% | +31.2% |
| Q2 2023 | $20,169,575 | +8.1% | 79,258 | 0.0% | 0.03% | +3.2% |
| Q1 2023 | $18,658,125 | +10.7% | 79,258 | +3.8% | 0.03% | +6.9% |
| Q4 2022 | $16,850,683 | -15.1% | 76,358 | -20.4% | 0.03% | -17.1% |
| Q3 2022 | $19,848,000 | +50.0% | 95,869 | +57.5% | 0.04% | +59.1% |
| Q2 2022 | $13,229,000 | -37.7% | 60,854 | -24.8% | 0.02% | -18.5% |
| Q1 2022 | $21,239,000 | -9.9% | 80,954 | -4.7% | 0.03% | +3.8% |
| Q4 2021 | $23,574,000 | – | 84,954 | – | 0.03% | – |
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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% |