ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $74,008,878 | -3.7% | 302,003 | 0.0% | 12.98% | -1.2% |
| Q2 2023 | $76,853,747 | +8.4% | 302,003 | +0.3% | 13.14% | +8.3% |
| Q1 2023 | $70,908,742 | +7.1% | 301,214 | +0.4% | 12.13% | +1.1% |
| Q4 2022 | $66,230,608 | +7.1% | 300,121 | +0.5% | 12.00% | -6.8% |
| Q3 2022 | $61,841,000 | -4.3% | 298,692 | +0.5% | 12.88% | +23.2% |
| Q2 2022 | $64,636,000 | -16.9% | 297,327 | +0.3% | 10.46% | +0.5% |
| Q1 2022 | $77,783,000 | -5.2% | 296,464 | +0.3% | 10.40% | +6.7% |
| Q4 2021 | $82,029,000 | – | 295,601 | – | 9.75% | – |
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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% |