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 | $5,509,438 | -38.1% | 22,482 | -35.8% | 0.01% | -40.0% |
| Q2 2023 | $8,905,782 | +95971.0% | 34,996 | -11.1% | 0.01% | -9.1% |
| Q1 2023 | $9,270 | -99.8% | 39,378 | +77.0% | 0.01% | +57.1% |
| Q3 2022 | $4,605,000 | -4.9% | 22,244 | -0.2% | 0.01% | 0.0% |
| Q2 2022 | $4,843,000 | -31.1% | 22,278 | -16.8% | 0.01% | -22.2% |
| Q1 2022 | $7,024,000 | +395.0% | 26,771 | +423.5% | 0.01% | +350.0% |
| Q4 2021 | $1,419,000 | +61.2% | 5,114 | +48.1% | 0.00% | +100.0% |
| Q3 2021 | $880,000 | +321.1% | 3,453 | +291.5% | 0.00% | – |
| Q1 2021 | $209,000 | -88.1% | 882 | -88.8% | 0.00% | -100.0% |
| Q4 2020 | $1,755,000 | +2.8% | 7,850 | -10.0% | 0.00% | -33.3% |
| Q3 2020 | $1,707,000 | +516.2% | 8,723 | +466.4% | 0.00% | – |
| Q2 2020 | $277,000 | -86.3% | 1,540 | -86.7% | 0.00% | -100.0% |
| Q3 2019 | $2,017,000 | +290.9% | 11,607 | +171.8% | 0.00% | +100.0% |
| Q1 2016 | $516,000 | – | 4,270 | – | 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% |