ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,937,315 | +12.3% | 15,337 | 0.0% | 4.23% | -12.6% |
| Q4 2022 | $3,505,271 | +9.4% | 15,337 | 0.0% | 4.84% | +59.2% |
| Q3 2022 | $3,203,000 | -7.1% | 15,337 | 0.0% | 3.04% | +27.0% |
| Q2 2022 | $3,449,000 | -14.3% | 15,337 | 0.0% | 2.39% | +44.4% |
| Q1 2022 | $4,024,000 | +2.5% | 15,337 | 0.0% | 1.66% | +24.7% |
| Q2 2021 | $3,925,000 | +7.9% | 15,337 | 0.0% | 1.33% | +0.5% |
| Q1 2021 | $3,638,000 | -50.6% | 15,337 | -59.2% | 1.32% | -58.2% |
| Q3 2020 | $7,362,000 | +8.7% | 37,615 | 0.0% | 3.16% | +4.8% |
| Q2 2020 | $6,773,000 | +21.4% | 37,615 | 0.0% | 3.02% | +1.7% |
| Q1 2020 | $5,579,000 | – | 37,615 | +1880650.0% | 2.97% | – |
| Q4 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q3 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q2 2017 | $0 | – | 2 | 0.0% | 0.00% | – |
| Q1 2017 | $0 | – | 2 | – | 0.00% | – |
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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% |