ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,666,163 | -3.7% | 6,799 | 0.0% | 0.43% | -3.1% |
| Q2 2023 | $1,730,210 | +7.7% | 6,799 | -0.4% | 0.44% | +7.5% |
| Q1 2023 | $1,606,909 | +6.7% | 6,826 | 0.0% | 0.41% | +3.8% |
| Q4 2022 | $1,506,362 | +6.6% | 6,826 | 0.0% | 0.40% | +5.0% |
| Q3 2022 | $1,413,000 | -4.8% | 6,826 | 0.0% | 0.38% | +4.7% |
| Q2 2022 | $1,484,000 | -17.1% | 6,826 | 0.0% | 0.36% | -11.7% |
| Q1 2022 | $1,791,000 | -5.4% | 6,826 | 0.0% | 0.41% | -1.7% |
| Q4 2021 | $1,894,000 | +8.9% | 6,826 | 0.0% | 0.42% | +1.7% |
| Q3 2021 | $1,740,000 | -0.4% | 6,826 | 0.0% | 0.41% | +0.7% |
| Q2 2021 | $1,747,000 | +7.9% | 6,826 | 0.0% | 0.41% | +2.8% |
| Q1 2021 | $1,619,000 | +5.7% | 6,826 | -0.4% | 0.40% | -7.7% |
| Q4 2020 | $1,532,000 | +8.0% | 6,852 | -5.5% | 0.43% | -9.7% |
| Q3 2020 | $1,419,000 | +8.7% | 7,252 | 0.0% | 0.48% | +0.8% |
| Q2 2020 | $1,306,000 | -4.5% | 7,252 | -21.4% | 0.47% | -21.6% |
| Q1 2020 | $1,368,000 | -22.2% | 9,221 | -1.2% | 0.60% | -7.8% |
| Q4 2019 | $1,759,000 | +2.0% | 9,333 | -5.9% | 0.65% | +0.3% |
| Q3 2019 | $1,724,000 | -2.4% | 9,920 | -3.2% | 0.65% | -1.5% |
| Q2 2019 | $1,767,000 | -2.1% | 10,250 | -5.3% | 0.66% | -5.6% |
| Q1 2019 | $1,804,000 | +83.7% | 10,821 | +61.9% | 0.70% | +52.8% |
| Q4 2018 | $982,000 | -20.7% | 6,683 | -7.0% | 0.46% | -5.4% |
| Q3 2018 | $1,238,000 | -2.7% | 7,187 | -8.3% | 0.48% | -8.7% |
| Q2 2018 | $1,272,000 | -2.5% | 7,835 | -6.1% | 0.53% | -8.6% |
| Q1 2018 | $1,304,000 | -8.1% | 8,341 | -7.0% | 0.58% | -8.7% |
| Q4 2017 | $1,419,000 | -1.6% | 8,973 | -7.1% | 0.64% | -5.1% |
| Q3 2017 | $1,442,000 | -26.4% | 9,657 | -29.0% | 0.67% | -29.0% |
| Q2 2017 | $1,959,000 | -3.1% | 13,600 | -5.9% | 0.94% | -7.4% |
| Q1 2017 | $2,021,000 | +5.9% | 14,446 | +0.7% | 1.02% | -13.5% |
| Q4 2016 | $1,909,000 | -43.7% | 14,352 | -45.7% | 1.18% | -39.3% |
| Q3 2016 | $3,388,000 | +4.6% | 26,431 | +0.1% | 1.94% | -4.7% |
| Q2 2016 | $3,240,000 | -1.3% | 26,401 | -4.0% | 2.03% | +6.7% |
| Q1 2016 | $3,284,000 | +2.5% | 27,501 | +2.0% | 1.90% | -2.1% |
| Q4 2015 | $3,204,000 | +9.4% | 26,960 | +3.5% | 1.94% | +4.7% |
| Q3 2015 | $2,930,000 | -16.1% | 26,058 | -7.5% | 1.86% | +11.7% |
| Q2 2015 | $3,494,000 | -0.6% | 28,182 | -0.7% | 1.66% | -2.7% |
| Q1 2015 | $3,514,000 | +1.6% | 28,374 | +0.3% | 1.71% | -4.4% |
| Q4 2014 | $3,459,000 | +4.7% | 28,287 | -0.0% | 1.79% | +14.6% |
| Q3 2014 | $3,304,000 | -2.6% | 28,289 | -1.8% | 1.56% | +0.5% |
| Q2 2014 | $3,393,000 | +2.1% | 28,818 | -2.6% | 1.55% | 0.0% |
| Q1 2014 | $3,322,000 | -6.4% | 29,580 | -7.8% | 1.55% | -8.1% |
| Q4 2013 | $3,550,000 | +5.7% | 32,081 | -3.3% | 1.69% | +2.6% |
| Q3 2013 | $3,357,000 | +2.5% | 33,192 | -2.3% | 1.65% | -7.4% |
| Q2 2013 | $3,275,000 | – | 33,972 | – | 1.78% | – |
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% |