ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $24,889,350 | -3.3% | 101,148 | 0.0% | 1.88% | -0.4% |
| Q2 2023 | $25,740,154 | +6.5% | 101,148 | -1.5% | 1.89% | +0.9% |
| Q1 2023 | $24,165,523 | +7.8% | 102,652 | +1.1% | 1.87% | -10.2% |
| Q4 2022 | $22,409,555 | +4.0% | 101,547 | -2.4% | 2.09% | +0.5% |
| Q3 2022 | $21,542,000 | -5.2% | 104,047 | -0.4% | 2.08% | -6.9% |
| Q2 2022 | $22,714,000 | -22.9% | 104,483 | -7.0% | 2.23% | -19.6% |
| Q1 2022 | $29,478,000 | -14.2% | 112,353 | -9.2% | 2.77% | -2.1% |
| Q4 2021 | $34,340,000 | -3.0% | 123,748 | -11.0% | 2.83% | -10.6% |
| Q3 2021 | $35,419,000 | -0.5% | 138,978 | -0.1% | 3.16% | -2.3% |
| Q2 2021 | $35,595,000 | +9.9% | 139,092 | +1.9% | 3.24% | -8.5% |
| Q1 2021 | $32,377,000 | +9.4% | 136,478 | +3.1% | 3.54% | +4.9% |
| Q4 2020 | $29,596,000 | +14.2% | 132,389 | 0.0% | 3.38% | -4.8% |
| Q3 2020 | $25,910,000 | -12.2% | 132,389 | -19.2% | 3.55% | -20.0% |
| Q2 2020 | $29,517,000 | +23.1% | 163,928 | +1.4% | 4.44% | -2.3% |
| Q1 2020 | $23,978,000 | – | 161,656 | – | 4.54% | – |
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% |