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 | $247,913 | +8.3% | 974 | +0.2% | 0.08% | +4.0% |
| Q1 2023 | $228,814 | +7.3% | 972 | +0.6% | 0.08% | -3.8% |
| Q4 2022 | $213,156 | +4.0% | 966 | -2.4% | 0.08% | 0.0% |
| Q3 2022 | $204,934 | -4.8% | 990 | 0.0% | 0.08% | 0.0% |
| Q2 2022 | $215,179 | -18.4% | 990 | -1.5% | 0.08% | -6.0% |
| Q1 2022 | $263,760 | -5.5% | 1,005 | -0.1% | 0.08% | +3.8% |
| Q4 2021 | $279,116 | +9.0% | 1,006 | +0.2% | 0.08% | +2.6% |
| Q3 2021 | $255,971 | -3.9% | 1,004 | -3.5% | 0.08% | -3.7% |
| Q2 2021 | $266,248 | +6.4% | 1,040 | -1.4% | 0.08% | -3.6% |
| Q1 2021 | $250,306 | -4.6% | 1,055 | -10.1% | 0.08% | -27.0% |
| Q4 2020 | $262,477 | +14.1% | 1,174 | -0.1% | 0.12% | 0.0% |
| Q3 2020 | $230,047 | +8.2% | 1,175 | -0.5% | 0.12% | +0.9% |
| Q2 2020 | $212,594 | -3.7% | 1,181 | +0.9% | 0.11% | -25.0% |
| Q4 2019 | $220,658 | +6.6% | 1,171 | -1.8% | 0.15% | -1.3% |
| Q3 2019 | $207,084 | -9.0% | 1,192 | -9.7% | 0.15% | -8.9% |
| Q2 2019 | $227,466 | +1.4% | 1,320 | -1.9% | 0.17% | +3.0% |
| Q1 2019 | $224,352 | +7.4% | 1,346 | -5.3% | 0.16% | -2.4% |
| Q4 2018 | $208,889 | -14.0% | 1,422 | +0.9% | 0.17% | -3.4% |
| Q3 2018 | $242,860 | +6.5% | 1,410 | +0.4% | 0.17% | +3.0% |
| Q2 2018 | $228,026 | +17.1% | 1,405 | +12.9% | 0.17% | +12.7% |
| Q1 2018 | $194,652 | -11.3% | 1,245 | -10.2% | 0.15% | -18.5% |
| Q4 2017 | $219,419 | +6.8% | 1,387 | +0.7% | 0.18% | +1.1% |
| Q3 2017 | $205,525 | – | 1,377 | – | 0.18% | – |
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% |