ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $261,969 | -42.1% | 1,069 | -39.9% | 0.01% | -41.7% |
| Q2 2023 | $452,465 | +13.4% | 1,778 | +17.1% | 0.01% | -36.8% |
| Q1 2022 | $399,000 | -21.3% | 1,519 | -16.8% | 0.02% | -38.7% |
| Q4 2021 | $507,000 | +93.5% | 1,826 | +77.5% | 0.03% | +47.6% |
| Q3 2021 | $262,000 | -28.4% | 1,029 | -45.0% | 0.02% | -12.5% |
| Q3 2020 | $366,000 | -71.8% | 1,870 | -74.0% | 0.02% | -73.3% |
| Q2 2020 | $1,296,000 | -44.2% | 7,197 | -54.1% | 0.09% | -46.7% |
| Q1 2020 | $2,324,000 | +199.9% | 15,666 | +281.2% | 0.17% | +267.4% |
| Q4 2019 | $775,000 | – | 4,110 | – | 0.05% | – |
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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% |