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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $708,472 | +116.2% | 2,784 | +100.0% | 0.03% | +6.7% |
| Q1 2023 | $327,691 | -46.7% | 1,392 | -50.0% | 0.03% | +7.1% |
| Q4 2022 | $614,374 | +113.3% | 2,784 | +100.0% | 0.03% | 0.0% |
| Q3 2022 | $288,000 | -5.0% | 1,392 | 0.0% | 0.03% | -3.4% |
| Q2 2022 | $303,000 | -17.0% | 1,392 | 0.0% | 0.03% | -14.7% |
| Q1 2022 | $365,000 | -5.4% | 1,392 | 0.0% | 0.03% | -2.9% |
| Q4 2021 | $386,000 | – | 1,392 | – | 0.04% | – |
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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% |