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 | $6,813,050 | -2.8% | 27,688 | +0.5% | 4.58% | +0.7% |
| Q2 2023 | $7,012,352 | -6.5% | 27,556 | -13.5% | 4.55% | -8.3% |
| Q1 2023 | $7,497,699 | -9.9% | 31,850 | -15.5% | 4.96% | -8.6% |
| Q4 2022 | $8,317,907 | +20.9% | 37,692 | +13.4% | 5.42% | +18.8% |
| Q3 2022 | $6,880,000 | -7.6% | 33,228 | -3.0% | 4.56% | -11.4% |
| Q2 2022 | $7,444,000 | – | 34,244 | – | 5.15% | – |
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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% |