ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,377,531 | -3.7% | 30,105 | -0.0% | 0.03% | 0.0% |
| Q2 2023 | $7,662,902 | +7.5% | 30,112 | -0.6% | 0.03% | +3.6% |
| Q1 2023 | $7,131,040 | -49.7% | 30,292 | -54.5% | 0.03% | -3.4% |
| Q4 2022 | $14,182,190 | +114.6% | 66,597 | +108.6% | 0.03% | 0.0% |
| Q3 2022 | $6,609,000 | +22689.7% | 31,919 | +145.8% | 0.03% | – |
| Q2 2022 | $29,000 | -96.2% | 12,987 | +148.5% | 0.00% | -100.0% |
| Q4 2018 | $768,000 | +71.0% | 5,227 | +54.6% | 0.00% | +33.3% |
| Q4 2016 | $449,000 | -3.0% | 3,380 | -6.4% | 0.00% | 0.0% |
| Q3 2016 | $463,000 | +2.0% | 3,610 | -1.4% | 0.00% | 0.0% |
| Q2 2016 | $454,000 | -63.8% | 3,662 | -64.7% | 0.00% | -62.5% |
| Q1 2016 | $1,255,000 | +255.5% | 10,380 | +254.3% | 0.01% | +300.0% |
| Q4 2015 | $353,000 | +19.7% | 2,930 | +13.2% | 0.00% | 0.0% |
| Q3 2015 | $295,000 | +8.5% | 2,589 | +18.1% | 0.00% | 0.0% |
| Q2 2015 | $272,000 | -6.2% | 2,193 | -6.2% | 0.00% | 0.0% |
| Q1 2015 | $290,000 | -97.3% | 2,339 | -97.3% | 0.00% | -97.0% |
| Q4 2014 | $10,619,000 | +4.4% | 86,830 | -0.3% | 0.07% | +1.5% |
| Q3 2014 | $10,172,000 | – | 87,089 | – | 0.06% | – |
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% |