ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,952 | -0.6% | 154,869 | +3.2% | 0.08% | +1.3% |
| Q2 2023 | $38,198 | +4.4% | 150,101 | -3.4% | 0.08% | +1.3% |
| Q1 2023 | $36,572 | +3.2% | 155,358 | -3.3% | 0.08% | -9.4% |
| Q4 2022 | $35,437 | -99.9% | 160,583 | -5.5% | 0.08% | -6.6% |
| Q3 2022 | $35,175,000 | +30.9% | 169,895 | +37.5% | 0.09% | +30.0% |
| Q2 2022 | $26,867,000 | -12.1% | 123,588 | +6.0% | 0.07% | 0.0% |
| Q1 2022 | $30,582,000 | -22.4% | 116,564 | -18.0% | 0.07% | -21.3% |
| Q4 2021 | $39,432,000 | +8.2% | 142,098 | -0.6% | 0.09% | -2.2% |
| Q3 2021 | $36,436,000 | +0.1% | 142,973 | +0.5% | 0.09% | -1.1% |
| Q2 2021 | $36,390,000 | +15.2% | 142,201 | +6.8% | 0.09% | +3.4% |
| Q1 2021 | $31,587,000 | +1.7% | 133,152 | -4.1% | 0.09% | -4.3% |
| Q4 2020 | $31,052,000 | +20.3% | 138,905 | +5.3% | 0.09% | +5.7% |
| Q3 2020 | $25,807,000 | +8.0% | 131,866 | -0.6% | 0.09% | -2.2% |
| Q2 2020 | $23,892,000 | +8.0% | 132,689 | -11.0% | 0.09% | -12.6% |
| Q1 2020 | $22,120,000 | -21.0% | 149,133 | +0.4% | 0.10% | -2.8% |
| Q4 2019 | $27,988,000 | +5.9% | 148,485 | -2.3% | 0.11% | -6.2% |
| Q3 2019 | $26,420,000 | -2.6% | 152,040 | -3.4% | 0.11% | -5.0% |
| Q2 2019 | $27,123,000 | +6.4% | 157,367 | +2.9% | 0.12% | +0.8% |
| Q1 2019 | $25,481,000 | -11.3% | 152,859 | -21.9% | 0.12% | -22.9% |
| Q4 2018 | $28,741,000 | +39.6% | 195,623 | +63.8% | 0.15% | +54.5% |
| Q3 2018 | $20,582,000 | +0.4% | 119,457 | -5.5% | 0.10% | -7.5% |
| Q2 2018 | $20,508,000 | -3.2% | 126,364 | -6.7% | 0.11% | -7.0% |
| Q1 2018 | $21,179,000 | -1.2% | 135,468 | -0.0% | 0.12% | -1.7% |
| Q4 2017 | $21,437,000 | – | 135,533 | – | 0.12% | – |
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% |