ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,929,000 | -6.8% | 11,163 | -1.4% | 0.30% | -0.7% |
| Q4 2021 | $3,142,000 | +317.8% | 11,322 | +283.7% | 0.30% | +126.1% |
| Q3 2021 | $752,000 | -38.4% | 2,951 | -38.1% | 0.13% | -2.2% |
| Q2 2021 | $1,220,000 | +48.2% | 4,767 | +37.4% | 0.14% | +61.2% |
| Q1 2021 | $823,000 | -10.3% | 3,469 | -15.5% | 0.08% | -32.0% |
| Q4 2020 | $917,000 | +119.4% | 4,103 | +92.0% | 0.12% | +2.5% |
| Q3 2020 | $418,000 | -11.4% | 2,137 | -18.5% | 0.12% | -32.6% |
| Q2 2020 | $472,000 | +22.3% | 2,622 | +0.8% | 0.18% | -7.7% |
| Q1 2020 | $386,000 | +34.0% | 2,601 | +50.8% | 0.20% | -18.7% |
| Q1 2019 | $288,000 | +4.0% | 1,725 | -8.4% | 0.24% | -25.6% |
| Q4 2018 | $277,000 | -13.7% | 1,884 | +1.1% | 0.32% | +39.1% |
| Q3 2018 | $321,000 | -15.7% | 1,864 | -20.5% | 0.23% | -24.6% |
| Q2 2018 | $381,000 | +11.4% | 2,345 | +7.1% | 0.31% | +16.6% |
| Q1 2018 | $342,000 | -1.2% | 2,190 | 0.0% | 0.26% | -8.3% |
| Q4 2017 | $346,000 | – | 2,190 | – | 0.29% | – |
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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% |