ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,448 | -3.7% | 879 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $223,730 | +8.1% | 879 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $206,961 | +15.2% | 879 | +8.0% | 0.01% | 0.0% |
| Q4 2022 | $179,663 | +1.5% | 814 | -0.1% | 0.01% | -8.3% |
| Q3 2022 | $177,000 | 0.0% | 815 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $177,000 | -21.7% | 815 | 0.0% | 0.01% | -7.7% |
| Q4 2021 | $226,000 | +8.7% | 815 | 0.0% | 0.01% | +85.7% |
| Q3 2021 | $208,000 | -23.0% | 815 | -22.7% | 0.01% | -22.2% |
| Q2 2021 | $270,000 | -42.4% | 1,054 | -46.7% | 0.01% | -47.1% |
| Q1 2021 | $469,000 | – | 1,976 | – | 0.02% | – |
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% |