ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $53,667,957 | -5.5% | 218,999 | -1.9% | 15.07% | +0.4% |
| Q2 2023 | $56,790,557 | +7.2% | 223,163 | -0.9% | 15.01% | +2.3% |
| Q1 2023 | $52,991,048 | +10.1% | 225,101 | +3.2% | 14.68% | +4.3% |
| Q4 2022 | $48,145,826 | +6.1% | 218,170 | -0.5% | 14.08% | -3.0% |
| Q3 2022 | $45,395,000 | -7.1% | 219,259 | -2.4% | 14.51% | +0.8% |
| Q2 2022 | $48,847,000 | -16.8% | 224,698 | +0.4% | 14.39% | -6.5% |
| Q1 2022 | $58,728,000 | -6.2% | 223,836 | -0.8% | 15.39% | -5.0% |
| Q4 2021 | $62,628,000 | +1.6% | 225,685 | -1.6% | 16.20% | +0.0% |
| Q3 2021 | $61,622,000 | +3.4% | 229,308 | -1.6% | 16.20% | -0.2% |
| Q2 2021 | $59,620,000 | +7.6% | 232,971 | -0.3% | 16.23% | +1.4% |
| Q1 2021 | $55,433,000 | +4.8% | 233,668 | +0.1% | 16.00% | +1.5% |
| Q4 2020 | $52,899,000 | +17.8% | 233,544 | +1.8% | 15.77% | -2.0% |
| Q3 2020 | $44,897,000 | +5.3% | 229,404 | -3.1% | 16.09% | +0.8% |
| Q2 2020 | $42,636,000 | +19.9% | 236,790 | -1.2% | 15.96% | +5.4% |
| Q1 2020 | $35,561,000 | -23.6% | 239,744 | -2.9% | 15.13% | -3.9% |
| Q4 2019 | $46,525,000 | – | 246,832 | – | 15.75% | – |
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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% |