ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $23,774,496 | -3.9% | 97,015 | -0.2% | 2.75% | -2.5% |
| Q2 2023 | $24,747,417 | +8.1% | 97,247 | 0.0% | 2.82% | +6.9% |
| Q1 2023 | $22,892,917 | +0.9% | 97,247 | -5.5% | 2.64% | +0.5% |
| Q4 2022 | $22,698,483 | +6.1% | 102,857 | -0.5% | 2.63% | -3.3% |
| Q3 2022 | $21,401,000 | -9.6% | 103,368 | -5.1% | 2.72% | -5.2% |
| Q2 2022 | $23,676,000 | -23.8% | 108,908 | -8.0% | 2.87% | -14.9% |
| Q1 2022 | $31,065,000 | -1.1% | 118,403 | +4.6% | 3.37% | +7.1% |
| Q4 2021 | $31,411,000 | – | 113,193 | – | 3.15% | – |
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% |