ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,173,750 | -3.4% | 4,776 | 0.0% | 0.16% | -3.0% |
| Q2 2023 | $1,215,396 | +8.1% | 4,776 | 0.0% | 0.16% | -5.7% |
| Q1 2023 | $1,124,318 | +6.7% | 4,776 | 0.0% | 0.17% | +7.4% |
| Q4 2022 | $1,053,968 | +6.6% | 4,776 | 0.0% | 0.16% | -1.8% |
| Q3 2022 | $989,000 | -4.7% | 4,776 | 0.0% | 0.16% | +4.4% |
| Q2 2022 | $1,038,000 | -17.2% | 4,776 | 0.0% | 0.16% | -9.7% |
| Q1 2022 | $1,253,000 | -5.4% | 4,776 | 0.0% | 0.18% | -6.9% |
| Q4 2021 | $1,325,000 | +8.9% | 4,776 | 0.0% | 0.19% | -2.1% |
| Q3 2021 | $1,217,000 | -0.4% | 4,776 | 0.0% | 0.19% | -2.0% |
| Q2 2021 | $1,222,000 | +7.9% | 4,776 | 0.0% | 0.20% | +1.0% |
| Q1 2021 | $1,133,000 | +6.1% | 4,776 | 0.0% | 0.19% | -2.5% |
| Q4 2020 | $1,068,000 | +14.2% | 4,776 | 0.0% | 0.20% | -3.9% |
| Q3 2020 | $935,000 | +8.7% | 4,776 | 0.0% | 0.21% | +2.5% |
| Q2 2020 | $860,000 | +21.5% | 4,776 | 0.0% | 0.20% | +5.8% |
| Q1 2020 | $708,000 | -21.3% | 4,776 | 0.0% | 0.19% | +1.1% |
| Q4 2019 | $900,000 | +6.1% | 4,776 | 0.0% | 0.19% | +1.1% |
| Q3 2019 | $848,000 | +3.0% | 4,776 | 0.0% | 0.19% | -3.1% |
| Q2 2019 | $823,000 | +3.4% | 4,776 | 0.0% | 0.19% | -2.0% |
| Q1 2019 | $796,000 | +13.4% | 4,776 | 0.0% | 0.20% | -4.4% |
| Q4 2018 | $702,000 | – | 4,776 | – | 0.21% | – |
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% |