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 | $9,377,717 | -3.6% | 38,267 | +0.1% | 0.88% | +1.1% |
| Q2 2023 | $9,729,031 | +8.2% | 38,231 | +0.1% | 0.88% | +3.2% |
| Q1 2023 | $8,991,558 | +9.5% | 38,195 | +2.6% | 0.85% | +5.5% |
| Q4 2022 | $8,214,004 | -3.6% | 37,221 | -9.5% | 0.80% | -14.0% |
| Q3 2022 | $8,520,000 | -4.3% | 41,150 | +0.4% | 0.94% | -0.5% |
| Q2 2022 | $8,906,000 | -17.3% | 40,968 | -0.2% | 0.94% | -7.5% |
| Q1 2022 | $10,767,000 | -11.2% | 41,038 | -6.1% | 1.02% | -11.1% |
| Q4 2021 | $12,122,000 | +6.4% | 43,683 | -2.3% | 1.14% | -2.2% |
| Q3 2021 | $11,391,000 | +299.5% | 44,697 | +301.2% | 1.17% | +174.4% |
| Q2 2021 | $2,851,000 | +3.8% | 11,142 | -3.7% | 0.43% | -23.9% |
| Q1 2021 | $2,746,000 | +6.0% | 11,576 | -0.1% | 0.56% | +2.9% |
| Q4 2020 | $2,591,000 | +13.3% | 11,588 | -0.8% | 0.54% | 0.0% |
| Q3 2020 | $2,286,000 | +8.8% | 11,678 | +0.1% | 0.54% | 0.0% |
| Q2 2020 | $2,101,000 | +19.3% | 11,669 | -1.7% | 0.54% | +3.0% |
| Q1 2020 | $1,761,000 | -21.2% | 11,870 | +0.1% | 0.53% | -4.2% |
| Q4 2019 | $2,236,000 | +7.5% | 11,864 | -0.9% | 0.55% | +3.8% |
| Q3 2019 | $2,080,000 | +0.4% | 11,968 | -0.4% | 0.53% | +1.3% |
| Q2 2019 | $2,071,000 | +3.4% | 12,013 | +0.0% | 0.52% | +0.4% |
| Q1 2019 | $2,002,000 | +24.3% | 12,011 | +9.5% | 0.52% | +20.8% |
| Q4 2018 | $1,611,000 | +6.8% | 10,965 | +25.3% | 0.43% | +11.3% |
| Q3 2018 | $1,508,000 | +7.7% | 8,751 | +1.4% | 0.39% | +5.1% |
| Q2 2018 | $1,400,000 | +3.8% | 8,628 | 0.0% | 0.37% | +3.7% |
| Q1 2018 | $1,349,000 | -2.7% | 8,628 | -1.5% | 0.36% | +5.0% |
| Q4 2017 | $1,386,000 | +5.9% | 8,760 | -0.1% | 0.34% | +0.3% |
| Q3 2017 | $1,309,000 | +2.3% | 8,771 | -1.3% | 0.34% | -3.7% |
| Q2 2017 | $1,279,000 | +5.5% | 8,884 | -2.5% | 0.35% | +7.0% |
| Q1 2017 | $1,212,000 | 0.0% | 9,110 | 0.0% | 0.33% | 0.0% |
| Q4 2016 | $1,212,000 | +1.0% | 9,110 | -2.6% | 0.33% | -4.4% |
| Q3 2016 | $1,200,000 | +3.4% | 9,357 | +0.0% | 0.34% | +7.2% |
| Q2 2016 | $1,160,000 | -4.4% | 9,353 | -6.8% | 0.32% | -10.4% |
| Q1 2016 | $1,213,000 | +1.2% | 10,035 | +0.7% | 0.36% | +3.5% |
| Q4 2015 | $1,199,000 | – | 9,963 | – | 0.34% | – |
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% |