ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,520,079 | +40.1% | 96,604 | +44.9% | 0.52% | +52.7% |
| Q2 2023 | $16,785,100 | +114.3% | 66,660 | +102.2% | 0.34% | +122.4% |
| Q1 2023 | $7,831,423 | +441.1% | 32,970 | +409.7% | 0.15% | +424.1% |
| Q4 2022 | $1,447,198 | -51.9% | 6,468 | -55.5% | 0.03% | -58.6% |
| Q3 2022 | $3,007,000 | +132.0% | 14,534 | +152.1% | 0.07% | +141.4% |
| Q2 2022 | $1,296,000 | -66.0% | 5,766 | -61.4% | 0.03% | -61.3% |
| Q1 2022 | $3,811,000 | -44.7% | 14,957 | -41.1% | 0.08% | -37.0% |
| Q4 2021 | $6,892,000 | +40.8% | 25,373 | +34.2% | 0.12% | +35.2% |
| Q3 2021 | $4,896,000 | +171.2% | 18,908 | +171.1% | 0.09% | +175.0% |
| Q2 2021 | $1,805,000 | +147.6% | 6,975 | +126.9% | 0.03% | +14.3% |
| Q1 2021 | $729,000 | +18125.0% | 3,074 | +8682.9% | 0.03% | +2700.0% |
| Q2 2015 | $4,000 | – | 35 | – | 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% |