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 | $2,243,397 | -3.3% | 9,117 | 0.0% | 1.67% | -1.5% |
| Q2 2023 | $2,320,084 | +5.2% | 9,117 | -2.7% | 1.70% | +11.1% |
| Q1 2023 | $2,205,076 | +147.3% | 9,367 | +131.9% | 1.53% | +163.0% |
| Q4 2022 | $891,547 | +6.6% | 4,040 | 0.0% | 0.58% | +2.7% |
| Q3 2022 | $836,000 | -4.8% | 4,040 | 0.0% | 0.57% | +13.0% |
| Q2 2022 | $878,000 | -17.2% | 4,040 | 0.0% | 0.50% | -3.1% |
| Q1 2022 | $1,060,000 | -5.4% | 4,040 | 0.0% | 0.52% | -2.6% |
| Q4 2021 | $1,121,000 | 0.0% | 4,040 | -8.2% | 0.53% | -9.8% |
| Q3 2021 | $1,121,000 | -1.6% | 4,400 | -1.1% | 0.59% | -5.6% |
| Q2 2021 | $1,139,000 | +7.9% | 4,450 | 0.0% | 0.62% | -1.7% |
| Q1 2021 | $1,056,000 | +6.1% | 4,450 | 0.0% | 0.64% | -11.1% |
| Q4 2020 | $995,000 | +14.2% | 4,450 | 0.0% | 0.71% | -19.5% |
| Q3 2020 | $871,000 | +8.7% | 4,450 | 0.0% | 0.89% | +0.3% |
| Q2 2020 | $801,000 | +21.4% | 4,450 | 0.0% | 0.88% | -5.8% |
| Q1 2020 | $660,000 | -21.3% | 4,450 | 0.0% | 0.94% | +6.6% |
| Q4 2019 | $839,000 | – | 4,450 | – | 0.88% | – |
Download | ||||||
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% |