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 | $230,356 | -83.2% | 940 | -97.2% | 0.00% | -80.0% |
| Q2 2023 | $1,374,099 | +987.0% | 33,247 | +6091.2% | 0.01% | +400.0% |
| Q1 2023 | $126,415 | +142.7% | 537 | +127.5% | 0.00% | – |
| Q4 2022 | $52,080 | -65.3% | 236 | -67.4% | 0.00% | -100.0% |
| Q3 2022 | $150,000 | +900.0% | 723 | +963.2% | 0.00% | – |
| Q2 2022 | $15,000 | -91.9% | 68 | -89.9% | 0.00% | -100.0% |
| Q4 2021 | $186,000 | -17.0% | 672 | -23.5% | 0.00% | -66.7% |
| Q3 2021 | $224,000 | +40.9% | 879 | +30.8% | 0.00% | 0.0% |
| Q1 2021 | $159,000 | – | 672 | – | 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% |