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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,929,065 | +8.1% | 11,510 | 0.0% | 0.70% | +1.0% |
| Q1 2023 | $2,709,569 | +1048.1% | 11,510 | +1178.9% | 0.69% | +1181.5% |
| Q1 2022 | $236,000 | +1.7% | 900 | -0.6% | 0.05% | +17.4% |
| Q2 2021 | $232,000 | -98.7% | 905 | -98.8% | 0.05% | -98.8% |
| Q1 2021 | $18,191,000 | +16.1% | 76,680 | +9.4% | 3.96% | +5.2% |
| Q4 2020 | $15,663,000 | +172.1% | 70,065 | +138.2% | 3.76% | +123.4% |
| Q3 2020 | $5,756,000 | +17.3% | 29,410 | +7.9% | 1.68% | +5.6% |
| Q2 2020 | $4,906,000 | +215.7% | 27,245 | +160.1% | 1.60% | +94.3% |
| Q1 2020 | $1,554,000 | +137.6% | 10,475 | +212.2% | 0.82% | +50.6% |
| Q4 2019 | $654,000 | -26.0% | 3,355 | -34.1% | 0.54% | +0.2% |
| Q3 2019 | $884,000 | +734.0% | 5,090 | +727.6% | 0.54% | +889.1% |
| Q2 2019 | $106,000 | – | 615 | – | 0.06% | – |
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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% |