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 | $753,070 | -3.7% | 3,073 | 0.0% | 0.05% | +2.2% |
| Q2 2023 | $782,017 | +8.1% | 3,073 | 0.0% | 0.05% | +2.2% |
| Q1 2023 | $723,415 | +205.5% | 3,073 | +186.4% | 0.04% | +200.0% |
| Q4 2022 | $236,790 | +6.7% | 1,073 | 0.0% | 0.02% | -6.2% |
| Q3 2022 | $222,000 | -4.7% | 1,073 | 0.0% | 0.02% | +6.7% |
| Q2 2022 | $233,000 | -85.7% | 1,073 | -81.7% | 0.02% | -84.8% |
| Q4 2021 | $1,626,000 | +37.6% | 5,860 | +26.3% | 0.10% | +25.3% |
| Q3 2021 | $1,182,000 | -0.4% | 4,639 | 0.0% | 0.08% | -1.2% |
| Q2 2021 | $1,187,000 | +29.4% | 4,639 | +20.0% | 0.08% | +17.6% |
| Q1 2021 | $917,000 | +6.1% | 3,866 | 0.0% | 0.07% | +3.0% |
| Q4 2020 | $864,000 | +31.7% | 3,866 | +15.4% | 0.07% | +4.8% |
| Q3 2020 | $656,000 | +27.9% | 3,350 | +17.5% | 0.06% | +34.0% |
| Q2 2020 | $513,000 | +59.8% | 2,850 | +31.6% | 0.05% | +42.4% |
| Q1 2020 | $321,000 | – | 2,166 | – | 0.03% | – |
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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% |