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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $237,000 | -17.1% | 1,090 | 0.0% | 0.07% | -9.5% |
| Q1 2022 | $286,000 | -5.3% | 1,090 | 0.0% | 0.07% | -9.8% |
| Q4 2021 | $302,000 | +4.9% | 1,090 | -3.7% | 0.08% | -7.9% |
| Q3 2021 | $288,000 | -0.7% | 1,132 | 0.0% | 0.09% | +1.1% |
| Q2 2021 | $290,000 | -23.3% | 1,132 | -29.0% | 0.09% | -30.2% |
| Q1 2021 | $378,000 | -1.3% | 1,595 | -6.8% | 0.13% | -11.3% |
| Q4 2020 | $383,000 | +14.3% | 1,712 | +0.1% | 0.14% | -2.7% |
| Q3 2020 | $335,000 | -43.8% | 1,711 | -48.3% | 0.15% | -51.7% |
| Q2 2020 | $596,000 | +20.6% | 3,312 | -0.5% | 0.30% | +6.7% |
| Q1 2020 | $494,000 | -21.1% | 3,329 | +0.3% | 0.28% | -11.3% |
| Q4 2019 | $626,000 | +15.9% | 3,319 | +6.8% | 0.32% | +6.0% |
| Q3 2019 | $540,000 | +2.9% | 3,109 | +0.3% | 0.30% | -0.7% |
| Q2 2019 | $525,000 | +17.4% | 3,101 | +15.8% | 0.30% | +15.2% |
| Q1 2019 | $447,000 | -74.8% | 2,679 | -75.5% | 0.26% | -65.7% |
| Q4 2018 | $1,777,000 | – | 10,938 | – | 0.77% | – |
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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% |