ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 495 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,583,823 | -5.7% | 6,463 | -2.1% | 0.18% | -1.6% |
| Q2 2023 | $1,680,077 | +8.1% | 6,602 | 0.0% | 0.18% | +2.2% |
| Q1 2023 | $1,554,177 | +6.4% | 6,602 | -0.2% | 0.18% | +4.1% |
| Q4 2022 | $1,460,240 | +2.2% | 6,617 | -4.1% | 0.17% | -7.5% |
| Q3 2022 | $1,429,000 | -4.9% | 6,901 | -0.1% | 0.19% | +2.8% |
| Q2 2022 | $1,502,000 | -18.3% | 6,911 | -1.4% | 0.18% | -1.6% |
| Q1 2022 | $1,839,000 | -5.5% | 7,008 | -0.1% | 0.18% | -1.1% |
| Q4 2021 | $1,947,000 | +8.6% | 7,018 | -0.3% | 0.19% | +0.5% |
| Q3 2021 | $1,793,000 | -0.9% | 7,036 | -0.5% | 0.18% | 0.0% |
| Q2 2021 | $1,809,000 | +12.2% | 7,069 | +4.1% | 0.18% | +6.3% |
| Q1 2021 | $1,612,000 | +0.7% | 6,793 | -5.1% | 0.17% | -4.9% |
| Q4 2020 | $1,601,000 | +11.9% | 7,160 | -2.1% | 0.18% | +1.1% |
| Q3 2020 | $1,431,000 | +7.5% | 7,310 | -1.1% | 0.18% | +2.3% |
| Q2 2020 | $1,331,000 | +21.4% | 7,390 | 0.0% | 0.18% | +6.0% |
| Q1 2020 | $1,096,000 | -23.9% | 7,390 | -3.3% | 0.17% | -4.6% |
| Q4 2019 | $1,441,000 | +6.0% | 7,643 | -2.3% | 0.18% | -2.2% |
| Q3 2019 | $1,359,000 | +2.2% | 7,819 | +1.4% | 0.18% | +0.6% |
| Q2 2019 | $1,330,000 | -0.1% | 7,714 | -3.4% | 0.18% | +1.1% |
| Q1 2019 | $1,331,000 | – | 7,986 | – | 0.18% | – |
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% |