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 | $154,643 | -3.7% | 631 | 0.0% | 0.04% | +2.6% |
| Q2 2023 | $160,588 | +8.4% | 631 | +0.3% | 0.04% | +5.6% |
| Q1 2023 | $148,165 | +7.1% | 629 | +0.3% | 0.04% | +2.9% |
| Q4 2022 | $138,390 | +6.5% | 627 | +0.3% | 0.04% | +6.1% |
| Q3 2022 | $130,000 | -3.7% | 625 | +0.5% | 0.03% | -2.9% |
| Q2 2022 | $135,000 | -17.2% | 622 | +0.5% | 0.03% | -12.8% |
| Q1 2022 | $163,000 | -4.7% | 619 | +0.2% | 0.04% | -4.9% |
| Q4 2021 | $171,000 | +8.9% | 618 | +0.3% | 0.04% | 0.0% |
| Q3 2021 | $157,000 | 0.0% | 616 | +0.3% | 0.04% | -4.7% |
| Q2 2021 | $157,000 | -7.1% | 614 | -47.4% | 0.04% | -14.0% |
| Q1 2021 | $169,000 | -6.6% | 1,168 | +44.2% | 0.05% | -18.0% |
| Q4 2020 | $181,000 | +1.7% | 810 | -10.7% | 0.06% | -6.2% |
| Q3 2020 | $178,000 | -18.0% | 907 | -24.6% | 0.06% | -21.7% |
| Q2 2020 | $217,000 | +12.4% | 1,203 | -7.5% | 0.08% | -3.5% |
| Q1 2020 | $193,000 | -20.9% | 1,300 | +0.5% | 0.09% | -17.3% |
| Q4 2019 | $244,000 | – | 1,293 | – | 0.10% | – |
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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% |