ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $483,972 | +11.7% | 1,768 | 0.0% | 0.42% | +2.0% |
| Q3 2023 | $433,266 | -13.4% | 1,768 | -10.1% | 0.41% | -9.3% |
| Q2 2023 | $500,562 | +8.1% | 1,967 | 0.0% | 0.45% | +4.9% |
| Q1 2023 | $463,051 | +6.7% | 1,967 | 0.0% | 0.43% | +0.7% |
| Q4 2022 | $434,078 | +6.7% | 1,967 | 0.0% | 0.43% | +2.2% |
| Q3 2022 | $407,000 | -4.9% | 1,967 | 0.0% | 0.42% | +0.2% |
| Q2 2022 | $428,000 | -17.1% | 1,967 | 0.0% | 0.42% | -8.8% |
| Q1 2022 | $516,000 | -5.5% | 1,967 | 0.0% | 0.46% | +0.7% |
| Q4 2021 | $546,000 | +9.0% | 1,967 | 0.0% | 0.45% | +1.1% |
| Q3 2021 | $501,000 | -0.4% | 1,967 | 0.0% | 0.45% | -1.8% |
| Q2 2021 | $503,000 | +7.7% | 1,967 | 0.0% | 0.46% | +10.4% |
| Q1 2021 | $467,000 | +6.1% | 1,967 | 0.0% | 0.41% | +3.2% |
| Q4 2020 | $440,000 | +14.3% | 1,967 | 0.0% | 0.40% | +1.8% |
| Q3 2020 | $385,000 | +8.8% | 1,967 | 0.0% | 0.39% | +4.0% |
| Q2 2020 | $354,000 | +21.2% | 1,967 | 0.0% | 0.38% | -4.8% |
| Q1 2020 | $292,000 | -31.6% | 1,967 | -13.1% | 0.40% | -3.4% |
| Q4 2019 | $427,000 | +8.7% | 2,263 | 0.0% | 0.41% | +6.2% |
| Q3 2019 | $393,000 | +0.8% | 2,263 | 0.0% | 0.39% | +0.8% |
| Q2 2019 | $390,000 | +3.4% | 2,263 | 0.0% | 0.38% | -0.3% |
| Q1 2019 | $377,000 | +13.6% | 2,263 | 0.0% | 0.38% | +0.8% |
| Q4 2018 | $332,000 | – | 2,263 | – | 0.38% | – |
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% |