ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 514 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.66 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,567,829 | -3.7% | 14,559 | 0.0% | 0.46% | +0.2% |
| Q2 2023 | $3,704,974 | +8.1% | 14,559 | 0.0% | 0.46% | +1.8% |
| Q1 2023 | $3,427,334 | +3.6% | 14,559 | -2.9% | 0.45% | -2.4% |
| Q4 2022 | $3,308,876 | +7.7% | 14,994 | +1.1% | 0.46% | -6.6% |
| Q3 2022 | $3,071,000 | -10.9% | 14,834 | -6.4% | 0.50% | -7.3% |
| Q2 2022 | $3,445,000 | -17.1% | 15,847 | 0.0% | 0.54% | -7.7% |
| Q1 2022 | $4,158,000 | -5.5% | 15,847 | 0.0% | 0.58% | -6.6% |
| Q4 2021 | $4,398,000 | +8.6% | 15,847 | -0.2% | 0.62% | -1.3% |
| Q3 2021 | $4,048,000 | -0.4% | 15,884 | 0.0% | 0.63% | -1.1% |
| Q2 2021 | $4,065,000 | +7.9% | 15,884 | 0.0% | 0.64% | +4.1% |
| Q1 2021 | $3,768,000 | +5.5% | 15,884 | -0.5% | 0.61% | -3.9% |
| Q4 2020 | $3,570,000 | +7.9% | 15,969 | -5.6% | 0.64% | +2.2% |
| Q3 2020 | $3,310,000 | +8.7% | 16,914 | 0.0% | 0.62% | +0.8% |
| Q2 2020 | $3,046,000 | – | 16,914 | – | 0.62% | – |
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% |