ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $16,699,614 | -4.8% | 68,145 | -1.1% | 8.98% | -6.0% |
| Q2 2023 | $17,541,306 | +49.4% | 68,930 | +62.9% | 9.56% | -12.3% |
| Q1 2023 | $11,743,800 | -15.5% | 42,320 | +107.2% | 10.90% | +9.6% |
| Q4 2022 | $13,898,868 | +13.4% | 20,423 | -65.5% | 9.95% | -4.7% |
| Q3 2022 | $12,261,000 | +51.3% | 59,223 | +242.9% | 10.45% | +30.2% |
| Q2 2022 | $8,106,000 | -0.6% | 17,271 | -44.5% | 8.02% | +13.5% |
| Q1 2022 | $8,158,000 | -30.5% | 31,095 | -26.5% | 7.07% | -35.9% |
| Q4 2021 | $11,744,000 | – | 42,320 | – | 11.03% | – |
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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% |