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 | $3,253,417 | -3.7% | 13,276 | 0.0% | 0.73% | +7.0% |
| Q2 2023 | $3,378,476 | -63.6% | 13,276 | -66.3% | 0.68% | -62.8% |
| Q1 2023 | $9,269,504 | +6.7% | 39,376 | 0.0% | 1.84% | +1.3% |
| Q4 2022 | $8,689,496 | +535.7% | 39,376 | +496.5% | 1.82% | +451.7% |
| Q3 2022 | $1,367,000 | -4.7% | 6,601 | 0.0% | 0.33% | +2.2% |
| Q2 2022 | $1,435,000 | -18.7% | 6,601 | -1.9% | 0.32% | -6.1% |
| Q1 2022 | $1,765,000 | -4.0% | 6,726 | +1.5% | 0.34% | -6.8% |
| Q4 2021 | $1,839,000 | +17.6% | 6,626 | +8.0% | 0.37% | +0.8% |
| Q3 2021 | $1,564,000 | -0.4% | 6,136 | 0.0% | 0.36% | +0.6% |
| Q2 2021 | $1,570,000 | +26.4% | 6,136 | +17.2% | 0.36% | +2.3% |
| Q1 2021 | $1,242,000 | +6.1% | 5,236 | 0.0% | 0.36% | -1.1% |
| Q4 2020 | $1,171,000 | +12.7% | 5,236 | -1.4% | 0.36% | -5.3% |
| Q3 2020 | $1,039,000 | +8.7% | 5,311 | 0.0% | 0.38% | -1.3% |
| Q2 2020 | $956,000 | -57.1% | 5,311 | -64.6% | 0.38% | -62.7% |
| Q1 2020 | $2,227,000 | -47.7% | 15,011 | -33.5% | 1.03% | -24.8% |
| Q4 2019 | $4,256,000 | +9.8% | 22,581 | +1.2% | 1.37% | -10.3% |
| Q3 2019 | $3,877,000 | +1.1% | 22,311 | +0.3% | 1.53% | -5.3% |
| Q2 2019 | $3,833,000 | +3.4% | 22,236 | 0.0% | 1.61% | -7.2% |
| Q1 2019 | $3,707,000 | +14.0% | 22,236 | +0.5% | 1.74% | +19.5% |
| Q4 2018 | $3,252,000 | +1216.6% | 22,136 | +1441.5% | 1.45% | +1044.9% |
| Q3 2018 | $247,000 | +6.0% | 1,436 | 0.0% | 0.13% | +6.7% |
| Q2 2018 | $233,000 | +3.6% | 1,436 | 0.0% | 0.12% | +6.2% |
| Q1 2018 | $225,000 | -0.9% | 1,436 | 0.0% | 0.11% | -2.6% |
| Q4 2017 | $227,000 | -16.8% | 1,436 | -21.5% | 0.12% | -18.4% |
| Q3 2017 | $273,000 | -8.7% | 1,830 | -12.0% | 0.14% | -14.0% |
| Q2 2017 | $299,000 | +6.8% | 2,079 | +3.7% | 0.16% | -2.4% |
| Q1 2017 | $280,000 | +5.3% | 2,004 | 0.0% | 0.17% | -2.9% |
| Q4 2016 | $266,000 | -7.6% | 2,004 | -10.7% | 0.17% | -13.1% |
| Q3 2016 | $288,000 | -58.0% | 2,244 | -59.4% | 0.20% | -63.3% |
| Q2 2016 | $686,000 | -61.9% | 5,531 | -62.9% | 0.54% | -68.2% |
| Q1 2016 | $1,802,000 | +31.5% | 14,907 | +30.9% | 1.71% | +23.8% |
| Q4 2015 | $1,370,000 | +2586.3% | 11,385 | +2529.3% | 1.38% | +2656.0% |
| Q3 2014 | $51,000 | – | 433 | – | 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% |