ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $30,107,920 | -3.7% | 122,862 | +0.0% | 5.80% | +2.7% |
| Q2 2023 | $31,253,855 | +7.8% | 122,815 | -0.2% | 5.65% | -0.0% |
| Q1 2023 | $28,980,800 | +5.1% | 123,113 | -1.5% | 5.65% | -8.1% |
| Q4 2022 | $27,578,210 | +275.2% | 124,993 | – | 6.15% | +225.5% |
| Q3 2022 | $7,351,000 | +18748.7% | 0 | -100.0% | 1.89% | +8113.0% |
| Q3 2018 | $39,000 | +5.4% | 228 | 0.0% | 0.02% | -8.0% |
| Q2 2018 | $37,000 | +2.8% | 228 | 0.0% | 0.02% | -10.7% |
| Q1 2018 | $36,000 | 0.0% | 228 | 0.0% | 0.03% | +12.0% |
| Q4 2017 | $36,000 | – | 228 | – | 0.02% | – |
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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% |