ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,607 | -3.7% | 1,076 | 0.0% | 0.07% | -2.7% |
| Q2 2023 | $273,740 | +8.2% | 1,076 | +0.2% | 0.08% | +1.4% |
| Q1 2023 | $252,926 | +4.3% | 1,074 | -2.3% | 0.07% | -15.9% |
| Q4 2022 | $242,445 | +6.8% | 1,099 | +0.3% | 0.09% | -3.3% |
| Q3 2022 | $227,000 | -4.6% | 1,096 | +0.2% | 0.09% | -1.1% |
| Q2 2022 | $238,000 | -25.4% | 1,094 | -9.9% | 0.09% | -21.4% |
| Q1 2022 | $319,000 | +1.9% | 1,214 | +0.2% | 0.12% | -0.8% |
| Q4 2021 | $313,000 | -2.8% | 1,212 | -4.0% | 0.12% | -7.1% |
| Q3 2021 | $322,000 | +61.0% | 1,263 | +22.4% | 0.13% | -10.6% |
| Q4 2019 | $200,000 | -36.5% | 1,032 | -45.5% | 0.14% | -44.3% |
| Q1 2019 | $315,000 | +11.7% | 1,892 | -1.6% | 0.26% | -22.3% |
| Q4 2018 | $282,000 | – | 1,922 | – | 0.33% | – |
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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% |