ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $249,652 | -1.8% | 1,019 | +2.0% | 0.01% | 0.0% |
| Q2 2023 | $254,159 | +8.4% | 999 | +0.3% | 0.01% | 0.0% |
| Q1 2023 | $234,553 | +7.0% | 996 | +0.3% | 0.01% | +11.1% |
| Q4 2022 | $219,148 | -2.6% | 993 | -8.8% | 0.01% | -10.0% |
| Q3 2022 | $225,000 | -5.5% | 1,089 | -0.5% | 0.01% | 0.0% |
| Q2 2022 | $238,000 | -17.1% | 1,095 | 0.0% | 0.01% | -9.1% |
| Q1 2022 | $287,000 | -5.6% | 1,095 | 0.0% | 0.01% | -15.4% |
| Q4 2021 | $304,000 | +16.9% | 1,095 | +7.5% | 0.01% | +8.3% |
| Q3 2021 | $260,000 | +0.4% | 1,019 | +0.6% | 0.01% | 0.0% |
| Q2 2021 | $259,000 | +8.4% | 1,013 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $239,000 | +6.2% | 1,008 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $225,000 | +58.5% | 1,008 | +22.2% | 0.01% | +9.1% |
| Q3 2018 | $142,000 | -42.0% | 825 | -45.3% | 0.01% | -50.0% |
| Q2 2018 | $245,000 | +3.8% | 1,509 | 0.0% | 0.02% | +10.0% |
| Q1 2018 | $236,000 | -1.3% | 1,509 | 0.0% | 0.02% | -9.1% |
| Q4 2017 | $239,000 | +6.2% | 1,509 | 0.0% | 0.02% | +22.2% |
| Q3 2017 | $225,000 | -7.8% | 1,509 | -10.9% | 0.02% | -14.3% |
| Q2 2017 | $244,000 | +2.1% | 1,693 | -0.7% | 0.02% | 0.0% |
| Q1 2017 | $239,000 | +5.3% | 1,705 | 0.0% | 0.02% | -12.5% |
| Q4 2016 | $227,000 | – | 1,705 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| TLWM | 288,392 | $70,673,119 | 18.73% |
| Family Firm, Inc. | 218,999 | $53,667,957 | 15.07% |
| SCS Capital Management LLC | 2,162,657 | $532,161,978 | 14.18% |
| Strategic Equity Management | 150,551 | $36,894,074 | 13.90% |
| FFT WEALTH MANAGEMENT LLC | 427,174 | $104,683,193 | 13.48% |
| Wind River Trust Co | 124,692 | $30,557,022 | 13.17% |
| LGL PARTNERS, LLC | 302,003 | $74,008,878 | 12.98% |
| PITCAIRN CO | 541,161 | $132,616,915 | 11.31% |
| HANTZ FINANCIAL SERVICES, INC. | 113,820 | $27,893 | 9.29% |
| SENTINEL TRUST CO LBA | 263,702 | $64,623 | 9.16% |