ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $613,876 | -3.7% | 2,505 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $637,473 | -18.0% | 2,505 | -24.2% | 0.04% | -22.2% |
| Q1 2023 | $777,795 | +5.7% | 3,304 | -0.9% | 0.04% | -2.2% |
| Q4 2022 | $735,747 | +3.5% | 3,334 | -3.0% | 0.05% | -2.1% |
| Q3 2022 | $711,000 | -1.9% | 3,436 | +3.1% | 0.05% | +6.8% |
| Q2 2022 | $725,000 | -17.1% | 3,334 | 0.0% | 0.04% | -4.3% |
| Q1 2022 | $875,000 | -6.0% | 3,334 | -0.6% | 0.05% | -2.1% |
| Q4 2021 | $931,000 | +17.3% | 3,355 | +7.7% | 0.05% | +4.4% |
| Q3 2021 | $794,000 | -0.4% | 3,114 | 0.0% | 0.04% | -2.2% |
| Q2 2021 | $797,000 | +7.8% | 3,114 | 0.0% | 0.05% | -6.1% |
| Q1 2021 | $739,000 | -93.6% | 3,114 | +2865.7% | 0.05% | +4800.0% |
| Q4 2013 | $11,618,000 | -44.0% | 105 | -48.8% | 0.00% | -50.0% |
| Q3 2013 | $20,734,000 | +62730.3% | 205 | -40.6% | 0.00% | -50.0% |
| Q2 2013 | $33,000 | – | 345 | – | 0.00% | – |
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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% |