ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $382,294 | +11.7% | 1,560 | +16.0% | 0.01% | +12.5% |
| Q2 2023 | $342,276 | +7.7% | 1,345 | -0.4% | 0.01% | 0.0% |
| Q1 2023 | $317,803 | +106545.3% | 1,350 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $298 | -99.9% | 1,350 | +0.1% | 0.01% | -27.3% |
| Q3 2022 | $279,000 | -4.8% | 1,348 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $293,000 | -22.9% | 1,348 | -6.8% | 0.01% | -8.3% |
| Q1 2022 | $380,000 | -5.2% | 1,447 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $401,000 | +6.9% | 1,445 | -1.7% | 0.01% | 0.0% |
| Q3 2021 | $375,000 | 0.0% | 1,470 | +0.3% | 0.01% | 0.0% |
| Q2 2021 | $375,000 | +7.8% | 1,466 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $348,000 | +6.7% | 1,466 | +0.4% | 0.01% | +50.0% |
| Q4 2020 | $326,000 | +11.3% | 1,460 | -2.4% | 0.01% | 0.0% |
| Q3 2020 | $293,000 | +7.3% | 1,496 | -1.3% | 0.01% | 0.0% |
| Q2 2020 | $273,000 | +19.2% | 1,516 | -1.9% | 0.01% | -11.1% |
| Q1 2020 | $229,000 | -25.6% | 1,546 | -5.4% | 0.01% | 0.0% |
| Q4 2019 | $308,000 | +8.8% | 1,634 | +0.2% | 0.01% | 0.0% |
| Q3 2019 | $283,000 | +0.7% | 1,631 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $281,000 | +3.3% | 1,631 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $272,000 | +14.8% | 1,631 | +0.9% | 0.01% | 0.0% |
| Q4 2018 | $237,000 | -15.7% | 1,616 | -1.0% | 0.01% | 0.0% |
| Q3 2018 | $281,000 | +6.0% | 1,633 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $265,000 | +3.5% | 1,633 | -0.2% | 0.01% | 0.0% |
| Q1 2018 | $256,000 | -8.6% | 1,636 | -7.5% | 0.01% | -10.0% |
| Q4 2017 | $280,000 | +6.1% | 1,768 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $264,000 | +4.8% | 1,768 | +0.9% | 0.01% | +11.1% |
| Q2 2017 | $252,000 | +2.9% | 1,753 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $245,000 | +5.2% | 1,753 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $233,000 | +0.4% | 1,753 | -3.0% | 0.01% | -10.0% |
| Q3 2016 | $232,000 | +3.6% | 1,808 | 0.0% | 0.01% | +11.1% |
| Q2 2016 | $224,000 | -3.0% | 1,808 | -5.2% | 0.01% | -10.0% |
| Q1 2016 | $231,000 | +0.4% | 1,908 | 0.0% | 0.01% | +11.1% |
| Q4 2015 | $230,000 | -1.7% | 1,908 | -7.1% | 0.01% | -10.0% |
| Q3 2015 | $234,000 | -8.2% | 2,053 | 0.0% | 0.01% | -9.1% |
| Q2 2015 | $255,000 | +0.4% | 2,053 | 0.0% | 0.01% | +10.0% |
| Q1 2015 | $254,000 | -2.7% | 2,053 | -3.8% | 0.01% | -9.1% |
| Q4 2014 | $261,000 | +9.7% | 2,134 | +4.8% | 0.01% | +10.0% |
| Q3 2014 | $238,000 | -0.8% | 2,036 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $240,000 | +12.1% | 2,036 | +7.1% | 0.01% | 0.0% |
| Q1 2014 | $214,000 | +1.9% | 1,901 | 0.0% | 0.01% | +11.1% |
| Q4 2013 | $210,000 | – | 1,901 | – | 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% |