ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $340,633 | -3.7% | 1,390 | 0.0% | 0.07% | +1.4% |
| Q2 2023 | $353,727 | +8.1% | 1,390 | 0.0% | 0.07% | +4.5% |
| Q1 2023 | $327,220 | +106486.3% | 1,390 | 0.0% | 0.07% | +3.1% |
| Q4 2022 | $307 | -99.9% | 1,390 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $288,000 | -4.6% | 1,390 | 0.0% | 0.06% | +3.2% |
| Q2 2022 | $302,000 | -17.3% | 1,390 | 0.0% | 0.06% | -6.1% |
| Q1 2022 | $365,000 | -5.4% | 1,390 | 0.0% | 0.07% | -2.9% |
| Q4 2021 | $386,000 | +9.0% | 1,390 | 0.0% | 0.07% | 0.0% |
| Q3 2021 | $354,000 | -0.6% | 1,390 | 0.0% | 0.07% | +1.5% |
| Q2 2021 | $356,000 | +7.9% | 1,390 | 0.0% | 0.07% | +1.5% |
| Q1 2021 | $330,000 | +6.1% | 1,390 | 0.0% | 0.07% | +1.5% |
| Q4 2020 | $311,000 | +14.3% | 1,390 | 0.0% | 0.06% | +8.3% |
| Q3 2020 | $272,000 | +8.8% | 1,390 | 0.0% | 0.06% | -3.2% |
| Q2 2020 | $250,000 | +21.4% | 1,390 | 0.0% | 0.06% | +10.7% |
| Q1 2020 | $206,000 | -21.4% | 1,390 | 0.0% | 0.06% | +5.7% |
| Q4 2019 | $262,000 | +8.3% | 1,390 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $242,000 | +0.8% | 1,390 | 0.0% | 0.05% | -3.6% |
| Q2 2019 | $240,000 | +3.4% | 1,390 | 0.0% | 0.06% | -1.8% |
| Q1 2019 | $232,000 | +13.7% | 1,390 | 0.0% | 0.06% | 0.0% |
| Q4 2018 | $204,000 | -14.6% | 1,390 | 0.0% | 0.06% | -5.1% |
| Q3 2018 | $239,000 | +5.8% | 1,390 | 0.0% | 0.06% | -1.7% |
| Q2 2018 | $226,000 | – | 1,390 | – | 0.06% | – |
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% |