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 | $7,137,863 | -3.7% | 29,127 | 0.0% | 3.67% | +1.9% |
| Q2 2023 | $7,412,239 | +8.1% | 29,127 | 0.0% | 3.60% | -0.4% |
| Q1 2023 | $6,856,787 | +6.7% | 29,127 | 0.0% | 3.62% | -3.2% |
| Q4 2022 | $6,427,746 | +6.2% | 29,127 | -0.3% | 3.74% | +2.2% |
| Q3 2022 | $6,050,000 | -4.8% | 29,219 | 0.0% | 3.66% | -17.2% |
| Q2 2022 | $6,352,000 | -18.0% | 29,219 | -1.1% | 4.42% | -8.1% |
| Q1 2022 | $7,749,000 | -5.6% | 29,535 | -0.2% | 4.81% | -6.2% |
| Q4 2021 | $8,210,000 | +8.1% | 29,587 | -0.8% | 5.13% | -2.0% |
| Q3 2021 | $7,598,000 | -0.4% | 29,815 | -0.0% | 5.24% | -0.5% |
| Q2 2021 | $7,631,000 | +7.8% | 29,819 | -0.1% | 5.26% | +0.2% |
| Q1 2021 | $7,078,000 | +6.1% | 29,835 | 0.0% | 5.25% | -1.2% |
| Q4 2020 | $6,670,000 | +14.1% | 29,835 | -0.1% | 5.31% | -3.6% |
| Q3 2020 | $5,845,000 | +8.8% | 29,866 | +0.1% | 5.51% | -2.1% |
| Q2 2020 | $5,372,000 | +20.8% | 29,835 | -0.5% | 5.63% | +4.8% |
| Q1 2020 | $4,448,000 | -26.1% | 29,990 | -6.1% | 5.38% | -4.6% |
| Q4 2019 | $6,020,000 | -0.8% | 31,939 | -8.5% | 5.63% | +13.5% |
| Q3 2019 | $6,067,000 | +0.8% | 34,914 | 0.0% | 4.96% | -2.3% |
| Q2 2019 | $6,018,000 | +3.4% | 34,914 | 0.0% | 5.08% | -5.8% |
| Q1 2019 | $5,820,000 | +13.5% | 34,914 | 0.0% | 5.39% | -5.3% |
| Q4 2018 | $5,130,000 | -14.7% | 34,914 | 0.0% | 5.69% | +0.2% |
| Q3 2018 | $6,016,000 | +6.2% | 34,914 | 0.0% | 5.68% | +2.6% |
| Q2 2018 | $5,666,000 | +3.6% | 34,914 | -0.2% | 5.53% | +1.0% |
| Q1 2018 | $5,469,000 | -1.2% | 34,980 | 0.0% | 5.48% | -1.9% |
| Q4 2017 | $5,533,000 | – | 34,980 | – | 5.58% | – |
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% |