ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $379,598 | -3.7% | 1,549 | 0.0% | 0.07% | -2.7% |
| Q2 2023 | $394,190 | +8.1% | 1,549 | 0.0% | 0.07% | +2.8% |
| Q1 2023 | $364,650 | +6.7% | 1,549 | 0.0% | 0.07% | -2.7% |
| Q4 2022 | $341,833 | +6.5% | 1,549 | 0.0% | 0.07% | -2.6% |
| Q3 2022 | $321,000 | -4.7% | 1,549 | 0.0% | 0.08% | -3.8% |
| Q2 2022 | $337,000 | -17.0% | 1,549 | 0.0% | 0.08% | -3.7% |
| Q1 2022 | $406,000 | -5.6% | 1,549 | 0.0% | 0.08% | -1.2% |
| Q4 2021 | $430,000 | +1.7% | 1,549 | -6.6% | 0.08% | +2.5% |
| Q3 2021 | $423,000 | -0.2% | 1,658 | 0.0% | 0.08% | -3.6% |
| Q2 2021 | $424,000 | +7.9% | 1,658 | 0.0% | 0.08% | -40.4% |
| Q1 2021 | $393,000 | +5.9% | 1,658 | 0.0% | 0.14% | +11.0% |
| Q4 2020 | $371,000 | +14.5% | 1,658 | 0.0% | 0.13% | -3.8% |
| Q3 2020 | $324,000 | +8.4% | 1,658 | 0.0% | 0.13% | -0.8% |
| Q2 2020 | $299,000 | – | 1,658 | – | 0.13% | – |
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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% |