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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $230,000 | -5.3% | 875 | 0.0% | 0.08% | -1.3% |
| Q4 2021 | $243,000 | +9.0% | 875 | 0.0% | 0.08% | -2.5% |
| Q3 2021 | $223,000 | -0.4% | 875 | 0.0% | 0.08% | -3.6% |
| Q2 2021 | $224,000 | -59.3% | 875 | -62.3% | 0.08% | -63.2% |
| Q1 2021 | $550,000 | -24.2% | 2,320 | -28.6% | 0.23% | -28.3% |
| Q4 2020 | $726,000 | -26.0% | 3,249 | -35.2% | 0.32% | -34.7% |
| Q3 2020 | $981,000 | -6.2% | 5,014 | -13.7% | 0.49% | -10.5% |
| Q2 2020 | $1,046,000 | +17.5% | 5,809 | -3.2% | 0.54% | +2.4% |
| Q1 2020 | $890,000 | -21.3% | 5,999 | 0.0% | 0.53% | -2.0% |
| Q4 2019 | $1,131,000 | +8.5% | 5,999 | 0.0% | 0.54% | +2.3% |
| Q3 2019 | $1,042,000 | +0.8% | 5,999 | 0.0% | 0.53% | +13.5% |
| Q2 2019 | $1,034,000 | – | 5,999 | – | 0.47% | – |
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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% |