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 | $1,354,937 | +69.0% | 5,529 | +75.5% | 0.12% | +78.8% |
| Q2 2023 | $801,612 | +8.1% | 3,150 | 0.0% | 0.07% | -1.5% |
| Q1 2023 | $741,542 | +6.7% | 3,150 | 0.0% | 0.07% | -1.5% |
| Q4 2022 | $695,142 | +6.6% | 3,150 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $652,000 | -4.8% | 3,150 | 0.0% | 0.07% | -2.9% |
| Q2 2022 | $685,000 | +93.5% | 3,150 | +133.3% | 0.07% | +125.8% |
| Q1 2022 | $354,000 | +70.2% | 1,350 | +80.0% | 0.03% | +82.4% |
| Q4 2021 | $208,000 | – | 750 | – | 0.02% | – |
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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% |