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 | $39,536 | -3.0% | 161,332 | +0.7% | 0.99% | +1.3% |
| Q2 2023 | $40,758 | -2.8% | 160,162 | -10.0% | 0.98% | -8.2% |
| Q1 2023 | $41,912 | +6.7% | 178,039 | 0.0% | 1.07% | +0.8% |
| Q4 2022 | $39,290 | -99.9% | 178,039 | +0.0% | 1.06% | -0.9% |
| Q3 2022 | $36,858,000 | -4.8% | 178,024 | -0.0% | 1.07% | -0.9% |
| Q2 2022 | $38,703,000 | -17.1% | 178,034 | +0.0% | 1.08% | -3.0% |
| Q1 2022 | $46,705,000 | -5.5% | 178,014 | -0.0% | 1.11% | +1.0% |
| Q4 2021 | $49,417,000 | +9.1% | 178,078 | +0.2% | 1.10% | -2.0% |
| Q3 2021 | $45,284,000 | -0.4% | 177,689 | 0.0% | 1.12% | -1.7% |
| Q2 2021 | $45,472,000 | +7.9% | 177,689 | 0.0% | 1.14% | -1.3% |
| Q1 2021 | $42,153,000 | +6.1% | 177,689 | -0.1% | 1.16% | +1.5% |
| Q4 2020 | $39,745,000 | +29.9% | 177,789 | +13.7% | 1.14% | +14.1% |
| Q3 2020 | $30,597,000 | +8.7% | 156,339 | 0.0% | 1.00% | -0.3% |
| Q2 2020 | $28,150,000 | -60.9% | 156,339 | -67.8% | 1.00% | -66.5% |
| Q1 2020 | $72,049,000 | -21.3% | 485,735 | 0.0% | 2.99% | -0.3% |
| Q4 2019 | $91,556,000 | +8.5% | 485,735 | 0.0% | 3.00% | +1.0% |
| Q3 2019 | $84,406,000 | -0.3% | 485,735 | -1.1% | 2.97% | -1.3% |
| Q2 2019 | $84,636,000 | +3.4% | 491,040 | 0.0% | 3.01% | -1.1% |
| Q1 2019 | $81,856,000 | +17.0% | 491,040 | +3.1% | 3.05% | +6.4% |
| Q4 2018 | $69,950,000 | -15.9% | 476,110 | -1.4% | 2.86% | -5.1% |
| Q3 2018 | $83,179,000 | +14.0% | 482,760 | +7.4% | 3.02% | +6.3% |
| Q2 2018 | $72,935,000 | +18.0% | 449,410 | +13.7% | 2.84% | +15.2% |
| Q1 2018 | $61,818,000 | -1.1% | 395,405 | +0.0% | 2.46% | +0.5% |
| Q4 2017 | $62,529,000 | +6.0% | 395,327 | 0.0% | 2.45% | +0.5% |
| Q3 2017 | $59,014,000 | +3.7% | 395,327 | 0.0% | 2.44% | +1.3% |
| Q2 2017 | $56,935,000 | +70.9% | 395,327 | +66.0% | 2.41% | +59.8% |
| Q1 2017 | $33,310,000 | -36.9% | 238,096 | -40.0% | 1.51% | -40.3% |
| Q4 2016 | $52,770,000 | +3.7% | 396,827 | 0.0% | 2.52% | +1.7% |
| Q3 2016 | $50,869,000 | +3.4% | 396,827 | 0.0% | 2.48% | +2.6% |
| Q2 2016 | $49,214,000 | +2.6% | 396,827 | 0.0% | 2.42% | -1.0% |
| Q1 2016 | $47,961,000 | +0.5% | 396,827 | 0.0% | 2.44% | +0.0% |
| Q4 2015 | $47,742,000 | +5.5% | 396,827 | -0.1% | 2.44% | +1.0% |
| Q3 2015 | $45,249,000 | -8.1% | 397,303 | 0.0% | 2.42% | -5.0% |
| Q2 2015 | $49,258,000 | +0.2% | 397,303 | +0.1% | 2.54% | -1.5% |
| Q1 2015 | $49,147,000 | – | 396,827 | – | 2.58% | – |
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% |