ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,912 | +26.7% | 1,101 | +31.1% | 0.00% | 0.0% |
| Q2 2023 | $213,753 | -29.7% | 840 | -39.0% | 0.00% | 0.0% |
| Q4 2022 | $304,054 | -49.9% | 1,377 | -50.7% | 0.00% | -50.0% |
| Q2 2022 | $607,000 | -46.6% | 2,793 | -37.4% | 0.00% | -33.3% |
| Q3 2021 | $1,137,000 | -0.4% | 4,463 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $1,142,000 | +7.8% | 4,463 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $1,059,000 | +5.0% | 4,463 | -1.1% | 0.00% | 0.0% |
| Q4 2020 | $1,009,000 | +12.0% | 4,512 | -2.0% | 0.00% | -25.0% |
| Q3 2020 | $901,000 | +14916.7% | 4,603 | +11407.5% | 0.00% | – |
| Q4 2017 | $6,000 | – | 40 | – | 0.00% | – |
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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% |