ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,290 | -15.3% | 41,991 | -12.0% | 3.70% | -21.9% |
| Q2 2023 | $12,146 | +6.6% | 47,729 | -1.3% | 4.74% | -5.8% |
| Q1 2023 | $11,389 | -2.9% | 48,379 | -9.0% | 5.04% | -7.5% |
| Q4 2022 | $11,733 | -99.9% | 53,167 | 0.0% | 5.45% | -21.5% |
| Q3 2022 | $11,008,000 | -4.8% | 53,167 | 0.0% | 6.94% | -3.0% |
| Q2 2022 | $11,558,000 | -17.1% | 53,167 | 0.0% | 7.15% | +2.5% |
| Q1 2022 | $13,949,000 | +989.8% | 53,167 | +1052.3% | 6.97% | +989.7% |
| Q4 2021 | $1,280,000 | – | 4,614 | – | 0.64% | – |
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% |