ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 314 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 3.67 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $746,340 | -30.3% | 3,382 | -12.4% | 0.01% | 0.0% |
| Q4 2021 | $1,071,000 | +236.8% | 3,859 | +171.0% | 0.01% | +150.0% |
| Q4 2020 | $318,000 | -17.8% | 1,424 | -30.6% | 0.00% | 0.0% |
| Q4 2019 | $387,000 | +53.6% | 2,053 | +41.6% | 0.00% | +100.0% |
| Q3 2019 | $252,000 | -96.8% | 1,450 | -97.3% | 0.00% | -97.7% |
| Q4 2018 | $7,953,000 | +1409.1% | 54,132 | +1525.1% | 0.04% | +2100.0% |
| Q4 2017 | $527,000 | +36.5% | 3,331 | +14.7% | 0.00% | 0.0% |
| Q4 2016 | $386,000 | -90.2% | 2,903 | -91.1% | 0.00% | -87.5% |
| Q4 2015 | $3,936,000 | +65.0% | 32,718 | +67.8% | 0.02% | +100.0% |
| Q4 2014 | $2,385,000 | – | 19,500 | – | 0.01% | – |
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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% |