ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $363,901 | +6.7% | 1,649 | 0.0% | 0.02% | -4.0% |
| Q3 2022 | $341,000 | -4.7% | 1,649 | 0.0% | 0.02% | +4.2% |
| Q2 2022 | $358,000 | +7.8% | 1,649 | +30.5% | 0.02% | +41.2% |
| Q1 2022 | $332,000 | -5.4% | 1,264 | 0.0% | 0.02% | -15.0% |
| Q4 2021 | $351,000 | +9.0% | 1,264 | 0.0% | 0.02% | +5.3% |
| Q3 2021 | $322,000 | -0.3% | 1,264 | 0.0% | 0.02% | -5.0% |
| Q2 2021 | $323,000 | +7.7% | 1,264 | 0.0% | 0.02% | -4.8% |
| Q1 2021 | $300,000 | +6.0% | 1,264 | 0.0% | 0.02% | -8.7% |
| Q4 2020 | $283,000 | +14.6% | 1,264 | 0.0% | 0.02% | -17.9% |
| Q3 2020 | $247,000 | +8.3% | 1,264 | 0.0% | 0.03% | -36.4% |
| Q2 2020 | $228,000 | -5.0% | 1,264 | -22.0% | 0.04% | -35.3% |
| Q1 2020 | $240,000 | +0.8% | 1,620 | +28.2% | 0.07% | +240.0% |
| Q4 2019 | $238,000 | +8.2% | 1,264 | 0.0% | 0.02% | +5.3% |
| Q3 2019 | $220,000 | +0.9% | 1,264 | 0.0% | 0.02% | -9.5% |
| Q2 2019 | $218,000 | -37.9% | 1,264 | -39.9% | 0.02% | -36.4% |
| Q1 2019 | $351,000 | +13.6% | 2,104 | 0.0% | 0.03% | +10.0% |
| Q4 2018 | $309,000 | – | 2,104 | – | 0.03% | – |
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% |