ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,230,653 | -5.5% | 5,022 | -1.9% | 0.09% | -2.2% |
| Q2 2023 | $1,302,908 | +9.8% | 5,120 | +1.5% | 0.09% | +10.7% |
| Q1 2023 | $1,186,905 | +7.0% | 5,042 | +0.3% | 0.08% | -1.2% |
| Q4 2022 | $1,109,391 | +6.2% | 5,027 | -0.4% | 0.08% | -2.3% |
| Q3 2022 | $1,045,000 | -6.1% | 5,045 | -1.5% | 0.09% | -2.2% |
| Q2 2022 | $1,113,000 | -16.9% | 5,120 | +0.2% | 0.09% | -1.1% |
| Q1 2022 | $1,340,000 | -6.4% | 5,108 | -1.0% | 0.09% | -3.2% |
| Q4 2021 | $1,432,000 | +10.2% | 5,159 | +1.6% | 0.09% | -8.8% |
| Q2 2021 | $1,300,000 | +6.4% | 5,080 | -1.4% | 0.10% | -13.6% |
| Q1 2021 | $1,222,000 | +9.0% | 5,151 | +2.7% | 0.12% | +0.9% |
| Q4 2020 | $1,121,000 | +276.2% | 5,014 | +229.0% | 0.12% | +408.7% |
| Q3 2020 | $298,000 | -52.5% | 1,524 | -54.2% | 0.02% | -70.9% |
| Q4 2019 | $627,000 | – | 3,324 | – | 0.08% | – |
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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% |