ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,676,325 | -3.8% | 23,163 | -0.2% | 2.51% | -0.3% |
| Q2 2023 | $5,903,427 | +5.6% | 23,198 | -2.4% | 2.52% | -0.5% |
| Q1 2023 | $5,592,871 | +6.5% | 23,758 | -0.2% | 2.53% | +3.8% |
| Q4 2022 | $5,251,081 | +152.2% | 23,795 | +136.6% | 2.44% | +115.6% |
| Q3 2022 | $2,082,000 | -7.9% | 10,057 | -3.3% | 1.13% | -3.5% |
| Q2 2022 | $2,261,000 | -19.3% | 10,402 | -2.6% | 1.17% | -10.9% |
| Q1 2022 | $2,801,000 | -8.9% | 10,677 | -3.6% | 1.32% | -6.3% |
| Q4 2021 | $3,074,000 | +5.6% | 11,077 | -3.0% | 1.40% | -4.4% |
| Q3 2021 | $2,910,000 | -2.1% | 11,417 | -1.7% | 1.47% | -1.8% |
| Q2 2021 | $2,973,000 | +6.3% | 11,617 | -1.5% | 1.50% | -1.9% |
| Q1 2021 | $2,797,000 | +4.3% | 11,792 | -1.7% | 1.52% | +0.4% |
| Q4 2020 | $2,681,000 | -2.2% | 11,992 | -14.4% | 1.52% | -15.2% |
| Q3 2020 | $2,742,000 | +6.6% | 14,012 | -1.9% | 1.79% | +3.1% |
| Q2 2020 | $2,573,000 | +21.4% | 14,287 | 0.0% | 1.74% | +5.1% |
| Q1 2020 | $2,119,000 | -27.2% | 14,287 | -7.4% | 1.65% | -6.9% |
| Q4 2019 | $2,910,000 | +9.4% | 15,437 | +0.8% | 1.78% | +4.2% |
| Q3 2019 | $2,660,000 | +4.6% | 15,312 | +3.7% | 1.70% | -4.6% |
| Q2 2019 | $2,544,000 | +2.0% | 14,762 | -1.3% | 1.79% | -1.1% |
| Q1 2019 | $2,494,000 | +11.4% | 14,962 | -1.8% | 1.80% | -2.3% |
| Q4 2018 | $2,239,000 | -18.0% | 15,237 | -3.8% | 1.85% | -4.1% |
| Q3 2018 | $2,729,000 | +10.6% | 15,837 | +0.3% | 1.93% | -13.2% |
| Q1 2018 | $2,468,000 | -5.3% | 15,787 | -4.1% | 2.22% | -3.2% |
| Q4 2017 | $2,605,000 | +0.5% | 16,467 | -5.2% | 2.29% | -5.8% |
| Q3 2017 | $2,593,000 | -0.3% | 17,367 | -3.8% | 2.43% | -4.3% |
| Q2 2017 | $2,601,000 | +1.2% | 18,062 | -1.6% | 2.54% | +3.5% |
| Q1 2017 | $2,569,000 | -2.9% | 18,362 | -7.7% | 2.46% | -6.0% |
| Q4 2016 | $2,645,000 | – | 19,892 | – | 2.61% | – |
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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% |