ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $685 | +4.6% | 2,795 | +8.7% | 0.00% | 0.0% |
| Q2 2023 | $655 | +3.5% | 2,572 | -4.3% | 0.00% | 0.0% |
| Q1 2023 | $633 | +7.1% | 2,687 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $591 | -99.9% | 2,679 | +25.7% | 0.00% | 0.0% |
| Q3 2022 | $463,000 | 0.0% | 2,132 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $463,000 | -11.6% | 2,132 | +6.7% | 0.00% | 0.0% |
| Q1 2022 | $524,000 | +44.4% | 1,999 | +52.8% | 0.00% | +100.0% |
| Q4 2021 | $363,000 | +53.8% | 1,308 | +41.3% | 0.00% | 0.0% |
| Q3 2021 | $236,000 | – | 926 | – | 0.00% | – |
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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% |