ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 360 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.43 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,442 | -99.8% | 6,125 | +82.3% | 0.11% | +282.8% |
| Q1 2021 | $838,000 | +14.8% | 3,359 | +2.9% | 0.03% | -6.5% |
| Q4 2020 | $730,000 | +34.7% | 3,264 | +17.9% | 0.03% | +14.8% |
| Q3 2020 | $542,000 | +26.0% | 2,768 | +15.9% | 0.03% | +12.5% |
| Q2 2020 | $430,000 | +8.9% | 2,389 | -10.3% | 0.02% | -17.2% |
| Q1 2020 | $395,000 | +59.3% | 2,664 | +102.4% | 0.03% | +52.6% |
| Q4 2019 | $248,000 | +8.3% | 1,316 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $229,000 | +213.7% | 1,316 | +150.2% | 0.02% | -20.8% |
| Q4 2016 | $73,000 | – | 526 | – | 0.02% | – |
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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% |