ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $345,300 | -4.0% | 1,409 | -0.3% | 0.00% | 0.0% |
| Q2 2023 | $359,591 | -5.9% | 1,413 | -12.9% | 0.00% | -20.0% |
| Q1 2023 | $382,136 | -13.8% | 1,623 | -19.2% | 0.01% | -16.7% |
| Q4 2022 | $443,371 | +4.3% | 2,009 | -2.0% | 0.01% | -14.3% |
| Q3 2022 | $425,000 | -26.5% | 2,051 | -22.9% | 0.01% | -22.2% |
| Q2 2022 | $578,000 | -17.0% | 2,661 | +0.2% | 0.01% | -10.0% |
| Q1 2022 | $696,000 | +16.0% | 2,656 | +22.7% | 0.01% | +11.1% |
| Q4 2021 | $600,000 | +12.8% | 2,164 | +4.0% | 0.01% | 0.0% |
| Q3 2021 | $532,000 | -54.0% | 2,081 | -64.8% | 0.01% | -52.6% |
| Q3 2020 | $1,157,000 | +301.7% | 5,913 | +271.0% | 0.02% | +137.5% |
| Q2 2020 | $288,000 | +8.3% | 1,594 | -10.8% | 0.01% | 0.0% |
| Q1 2020 | $266,000 | -37.6% | 1,786 | -21.1% | 0.01% | -20.0% |
| Q4 2019 | $426,000 | +26.8% | 2,265 | +17.1% | 0.01% | -28.6% |
| Q3 2019 | $336,000 | +1.2% | 1,935 | +0.4% | 0.01% | -6.7% |
| Q2 2019 | $332,000 | -3.8% | 1,928 | -6.8% | 0.02% | -16.7% |
| Q1 2019 | $345,000 | +19.8% | 2,068 | +5.6% | 0.02% | -62.5% |
| Q4 2018 | $288,000 | – | 1,959 | – | 0.05% | – |
Download | ||||||
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% |