ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,670,958 | -3.7% | 35,383 | 0.0% | 0.13% | -4.5% |
| Q2 2023 | $9,004,266 | +8.1% | 35,383 | 0.0% | 0.13% | -5.0% |
| Q1 2023 | $8,329,512 | +6.7% | 35,383 | 0.0% | 0.14% | +12.0% |
| Q4 2022 | $7,808,320 | +6.6% | 35,383 | 0.0% | 0.12% | -1.6% |
| Q3 2022 | $7,326,000 | +119.8% | 35,383 | +130.8% | 0.13% | +135.2% |
| Q2 2022 | $3,333,000 | -31.3% | 15,332 | -17.1% | 0.05% | -16.9% |
| Q1 2022 | $4,851,000 | +263.6% | 18,490 | +284.6% | 0.06% | +282.4% |
| Q4 2021 | $1,334,000 | +8.9% | 4,807 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $1,225,000 | -0.4% | 4,807 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $1,230,000 | +7.9% | 4,807 | 0.0% | 0.02% | -5.6% |
| Q1 2021 | $1,140,000 | +6.0% | 4,807 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $1,075,000 | +14.2% | 4,807 | 0.0% | 0.02% | +5.9% |
| Q3 2020 | $941,000 | +8.7% | 4,807 | 0.0% | 0.02% | -5.6% |
| Q2 2020 | $866,000 | +21.5% | 4,807 | 0.0% | 0.02% | -14.3% |
| Q1 2020 | $713,000 | -21.3% | 4,807 | 0.0% | 0.02% | -4.5% |
| Q4 2019 | $906,000 | +8.5% | 4,807 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $835,000 | +0.7% | 4,807 | 0.0% | 0.02% | -8.3% |
| Q2 2019 | $829,000 | +3.5% | 4,807 | 0.0% | 0.02% | -4.0% |
| Q1 2019 | $801,000 | +15.8% | 4,807 | +2.1% | 0.02% | -10.7% |
| Q4 2018 | $692,000 | -14.7% | 4,709 | 0.0% | 0.03% | 0.0% |
| Q3 2018 | $811,000 | +6.2% | 4,709 | 0.0% | 0.03% | -3.4% |
| Q2 2018 | $764,000 | – | 4,709 | – | 0.03% | – |
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% |