ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 495 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $431,710 | -3.7% | 1,762 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $448,305 | +8.4% | 1,762 | +0.3% | 0.05% | +1.9% |
| Q1 2023 | $413,645 | +7.1% | 1,757 | +0.4% | 0.05% | 0.0% |
| Q4 2022 | $386,377 | +7.6% | 1,750 | +0.9% | 0.05% | 0.0% |
| Q3 2022 | $359,000 | -4.8% | 1,734 | 0.0% | 0.05% | 0.0% |
| Q2 2022 | $377,000 | -17.0% | 1,734 | +0.3% | 0.05% | -5.5% |
| Q1 2022 | $454,000 | -5.0% | 1,729 | +0.3% | 0.06% | -3.5% |
| Q4 2021 | $478,000 | +9.4% | 1,724 | +0.6% | 0.06% | +3.6% |
| Q3 2021 | $437,000 | -0.2% | 1,713 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $438,000 | +8.4% | 1,713 | +0.5% | 0.06% | +1.9% |
| Q1 2021 | $404,000 | +6.0% | 1,705 | 0.0% | 0.05% | +1.9% |
| Q4 2020 | $381,000 | +14.8% | 1,705 | +0.4% | 0.05% | 0.0% |
| Q3 2020 | $332,000 | +8.9% | 1,698 | +0.4% | 0.05% | +1.9% |
| Q2 2020 | $305,000 | +22.5% | 1,692 | +0.8% | 0.05% | 0.0% |
| Q1 2020 | $249,000 | -21.2% | 1,678 | 0.0% | 0.05% | -8.8% |
| Q4 2019 | $316,000 | +9.3% | 1,678 | +1.0% | 0.06% | +3.6% |
| Q3 2019 | $289,000 | +0.7% | 1,662 | 0.0% | 0.06% | +3.8% |
| Q2 2019 | $287,000 | +4.0% | 1,662 | +0.5% | 0.05% | -1.9% |
| Q1 2019 | $276,000 | +4.5% | 1,654 | +1.8% | 0.05% | -10.0% |
| Q2 2018 | $264,000 | +3.9% | 1,624 | 0.0% | 0.06% | 0.0% |
| Q1 2018 | $254,000 | -0.8% | 1,624 | +0.4% | 0.06% | -4.8% |
| Q4 2017 | $256,000 | +7.1% | 1,617 | +0.8% | 0.06% | -6.0% |
| Q3 2017 | $239,000 | +3.5% | 1,604 | 0.0% | 0.07% | -8.2% |
| Q2 2017 | $231,000 | -99.9% | 1,604 | 0.0% | 0.07% | -18.9% |
| Q1 2017 | $224,000,000 | +105064.3% | 1,604 | 0.0% | 0.09% | -12.6% |
| Q4 2016 | $213,000 | +3.4% | 1,604 | 0.0% | 0.10% | -1.0% |
| Q3 2016 | $206,000 | +3.0% | 1,604 | 0.0% | 0.10% | 0.0% |
| Q2 2016 | $200,000 | – | 1,604 | – | 0.10% | – |
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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% |