ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $610,935 | +92.9% | 2,493 | +73.7% | 0.01% | +66.7% |
| Q4 2022 | $316,676 | +53.0% | 1,435 | +43.5% | 0.00% | +50.0% |
| Q3 2022 | $207,000 | +1.5% | 1,000 | +6.4% | 0.00% | 0.0% |
| Q2 2022 | $204,000 | -73.6% | 940 | -66.3% | 0.00% | -66.7% |
| Q4 2021 | $774,000 | +9.0% | 2,790 | -12.2% | 0.01% | -14.3% |
| Q4 2020 | $710,000 | +164.9% | 3,178 | +132.0% | 0.01% | +133.3% |
| Q3 2020 | $268,000 | +8.9% | 1,370 | +0.4% | 0.00% | 0.0% |
| Q2 2020 | $246,000 | -89.4% | 1,364 | -91.3% | 0.00% | -91.4% |
| Q1 2020 | $2,325,000 | -49.8% | 15,676 | -36.2% | 0.04% | -37.5% |
| Q4 2019 | $4,630,000 | +33.2% | 24,566 | +3.8% | 0.06% | +7.7% |
| Q4 2018 | $3,476,000 | +592.4% | 23,656 | +466.5% | 0.05% | +333.3% |
| Q4 2015 | $502,000 | – | 4,176 | – | 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% |