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 | $1,424,534 | -7.8% | 5,813 | -4.2% | 0.04% | -4.7% |
| Q2 2023 | $1,544,440 | +7.8% | 6,069 | -0.2% | 0.04% | +2.4% |
| Q1 2023 | $1,432,235 | +6.7% | 6,084 | 0.0% | 0.04% | +2.4% |
| Q4 2022 | $1,342,617 | +6.6% | 6,084 | 0.0% | 0.04% | -4.7% |
| Q3 2022 | $1,260,000 | -4.8% | 6,084 | 0.0% | 0.04% | -2.3% |
| Q2 2022 | $1,323,000 | -17.1% | 6,084 | 0.0% | 0.04% | -4.3% |
| Q1 2022 | $1,596,000 | -7.3% | 6,084 | -1.9% | 0.05% | -6.1% |
| Q4 2021 | $1,722,000 | +8.6% | 6,204 | -0.3% | 0.05% | -12.5% |
| Q3 2021 | $1,585,000 | -0.4% | 6,220 | 0.0% | 0.06% | -3.4% |
| Q2 2021 | $1,592,000 | +5.4% | 6,220 | -2.3% | 0.06% | -1.7% |
| Q1 2021 | $1,511,000 | +4.7% | 6,369 | -1.3% | 0.06% | 0.0% |
| Q4 2020 | $1,443,000 | +13.2% | 6,454 | -0.9% | 0.06% | +1.7% |
| Q3 2020 | $1,275,000 | +8.7% | 6,515 | 0.0% | 0.06% | -1.7% |
| Q2 2020 | $1,173,000 | +21.4% | 6,515 | 0.0% | 0.06% | 0.0% |
| Q1 2020 | $966,000 | -21.3% | 6,515 | 0.0% | 0.06% | -6.3% |
| Q4 2019 | $1,228,000 | +8.5% | 6,515 | 0.0% | 0.06% | -1.6% |
| Q3 2019 | $1,132,000 | -1.1% | 6,515 | 0.0% | 0.06% | -1.5% |
| Q2 2019 | $1,145,000 | +455.8% | 6,515 | +428.0% | 0.06% | +441.7% |
| Q1 2019 | $206,000 | +7.9% | 1,234 | -5.0% | 0.01% | -7.7% |
| Q4 2018 | $191,000 | -14.7% | 1,299 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $224,000 | +1.8% | 1,299 | -4.3% | 0.01% | -7.1% |
| Q2 2018 | $220,000 | +3.8% | 1,357 | 0.0% | 0.01% | +7.7% |
| Q1 2018 | $212,000 | -9.4% | 1,357 | -8.2% | 0.01% | -7.1% |
| Q4 2017 | $234,000 | -25.9% | 1,478 | -30.2% | 0.01% | -30.0% |
| Q3 2017 | $316,000 | -4.0% | 2,118 | -7.1% | 0.02% | -9.1% |
| Q2 2017 | $329,000 | -0.3% | 2,281 | -3.2% | 0.02% | 0.0% |
| Q1 2017 | $330,000 | -6.8% | 2,356 | -11.6% | 0.02% | -8.3% |
| Q4 2016 | $354,000 | +3.5% | 2,665 | 0.0% | 0.02% | -4.0% |
| Q3 2016 | $342,000 | -1.2% | 2,665 | -4.5% | 0.02% | -3.8% |
| Q2 2016 | $346,000 | +1.2% | 2,792 | -1.3% | 0.03% | -3.7% |
| Q1 2016 | $342,000 | -37.8% | 2,828 | -38.1% | 0.03% | -40.0% |
| Q4 2015 | $550,000 | +5.8% | 4,569 | 0.0% | 0.04% | 0.0% |
| Q3 2015 | $520,000 | -8.0% | 4,569 | +0.2% | 0.04% | +2.3% |
| Q2 2015 | $565,000 | +908.9% | 4,558 | +811.6% | 0.04% | +780.0% |
| Q1 2014 | $56,000 | – | 500 | – | 0.01% | – |
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% |