ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 457 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,562 | -3.7% | 1,202 | 0.0% | 0.02% | -4.0% |
| Q2 2023 | $305,884 | +8.1% | 1,202 | 0.0% | 0.02% | -7.4% |
| Q1 2023 | $282,963 | +6.7% | 1,202 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $265,257 | +6.5% | 1,202 | 0.0% | 0.03% | -6.9% |
| Q3 2022 | $249,000 | -4.6% | 1,202 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $261,000 | -17.1% | 1,202 | 0.0% | 0.03% | -3.3% |
| Q1 2022 | $315,000 | -12.3% | 1,202 | -7.0% | 0.03% | -11.8% |
| Q4 2021 | $359,000 | +19.3% | 1,293 | +9.8% | 0.03% | +6.2% |
| Q3 2021 | $301,000 | 0.0% | 1,178 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $301,000 | +9.9% | 1,178 | +1.8% | 0.03% | +3.2% |
| Q1 2021 | $274,000 | +5.8% | 1,157 | 0.0% | 0.03% | -3.1% |
| Q4 2020 | $259,000 | +175.5% | 1,157 | +138.6% | 0.03% | +146.2% |
| Q3 2020 | $94,000 | +2.2% | 485 | -5.8% | 0.01% | -7.1% |
| Q2 2020 | $92,000 | +27.8% | 515 | +5.7% | 0.01% | 0.0% |
| Q1 2020 | $72,000 | -44.2% | 487 | -29.1% | 0.01% | -39.1% |
| Q4 2019 | $129,000 | +8.4% | 687 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $119,000 | +0.8% | 687 | 0.0% | 0.02% | -4.2% |
| Q2 2019 | $118,000 | +3.5% | 687 | 0.0% | 0.02% | +4.3% |
| Q1 2019 | $114,000 | +14.0% | 687 | 0.0% | 0.02% | -4.2% |
| Q4 2018 | $100,000 | -16.0% | 687 | 0.0% | 0.02% | +9.1% |
| Q3 2018 | $119,000 | +12.3% | 687 | +4.6% | 0.02% | +4.8% |
| Q2 2018 | $106,000 | – | 657 | – | 0.02% | – |
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% |