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 2022 | $452,000 | -29.7% | 2,181 | -10.9% | 0.04% | -6.5% |
| Q1 2022 | $643,000 | -9.8% | 2,449 | -12.5% | 0.05% | -17.9% |
| Q4 2021 | $713,000 | 0.0% | 2,798 | 0.0% | 0.06% | -15.2% |
| Q3 2021 | $713,000 | -0.4% | 2,798 | 0.0% | 0.07% | +22.2% |
| Q2 2021 | $716,000 | +7.3% | 2,798 | -0.4% | 0.05% | -5.3% |
| Q1 2021 | $667,000 | +6.2% | 2,810 | 0.0% | 0.06% | 0.0% |
| Q4 2020 | $628,000 | +14.2% | 2,810 | 0.0% | 0.06% | -1.7% |
| Q3 2020 | $550,000 | +8.5% | 2,810 | -0.2% | 0.06% | 0.0% |
| Q2 2020 | $507,000 | +25.8% | 2,816 | +3.7% | 0.06% | -1.7% |
| Q1 2020 | $403,000 | -14.8% | 2,716 | -9.2% | 0.06% | -45.9% |
| Q4 2017 | $473,000 | +6.1% | 2,991 | 0.0% | 0.11% | +3.8% |
| Q3 2017 | $446,000 | -37.8% | 2,991 | -39.9% | 0.10% | -36.0% |
| Q2 2017 | $717,000 | -28.2% | 4,976 | -30.2% | 0.16% | -27.8% |
| Q1 2017 | $998,000 | -24.6% | 7,131 | -28.4% | 0.23% | -24.1% |
| Q4 2016 | $1,324,000 | +100.3% | 9,956 | +71.6% | 0.30% | +106.2% |
| Q3 2015 | $661,000 | -8.1% | 5,801 | +0.0% | 0.14% | -15.7% |
| Q2 2015 | $719,000 | +0.1% | 5,800 | +0.0% | 0.17% | -14.4% |
| Q1 2015 | $718,000 | -3.8% | 5,799 | -4.9% | 0.20% | -5.6% |
| Q4 2014 | $746,000 | +269.3% | 6,099 | +256.0% | 0.21% | +191.8% |
| Q2 2014 | $202,000 | -3.3% | 1,713 | -8.0% | 0.07% | -9.9% |
| Q1 2014 | $209,000 | +1.5% | 1,862 | 0.0% | 0.08% | +2.5% |
| Q4 2013 | $206,000 | -19.5% | 1,862 | -29.9% | 0.08% | -24.8% |
| Q3 2013 | $256,000 | 0.0% | 2,656 | 0.0% | 0.10% | 0.0% |
| Q2 2013 | $256,000 | +3.2% | 2,656 | +0.1% | 0.10% | +1.0% |
| Q1 2013 | $248,000 | +10.2% | 2,654 | 0.0% | 0.10% | +4.0% |
| Q4 2012 | $225,000 | -28.6% | 2,654 | -28.4% | 0.10% | -27.5% |
| Q3 2012 | $315,000 | -30.8% | 3,709 | -34.4% | 0.14% | -31.3% |
| Q2 2012 | $455,000 | -7.5% | 5,657 | -4.2% | 0.20% | -8.6% |
| Q1 2012 | $492,000 | -40.9% | 5,907 | -47.4% | 0.22% | -55.6% |
| Q4 2011 | $833,000 | – | 11,230 | – | 0.50% | – |
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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% |