ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,245,575 | -3.7% | 13,244 | 0.0% | 0.61% | -2.9% |
| Q2 2023 | $3,370,333 | +8.1% | 13,244 | 0.0% | 0.63% | +5.9% |
| Q1 2023 | $3,117,770 | +6.7% | 13,244 | 0.0% | 0.60% | +3.1% |
| Q4 2022 | $2,922,686 | -10.6% | 13,244 | -16.1% | 0.58% | -22.6% |
| Q3 2022 | $3,268,000 | -4.8% | 15,785 | 0.0% | 0.74% | +0.5% |
| Q2 2022 | $3,432,000 | -0.3% | 15,785 | +20.3% | 0.74% | +14.9% |
| Q1 2022 | $3,444,000 | +41.8% | 13,125 | +50.0% | 0.64% | +40.8% |
| Q4 2021 | $2,428,000 | – | 8,750 | – | 0.46% | – |
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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% |