ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 3 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | -88.9% | 3 | -91.4% | 0.00% | -100.0% |
| Q4 2021 | $9,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $9,000 | 0.0% | 35 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $9,000 | +12.5% | 35 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $8,000 | -68.0% | 35 | -69.3% | 0.00% | -63.6% |
| Q4 2020 | $25,000 | +8.7% | 114 | -0.9% | 0.01% | 0.0% |
| Q3 2020 | $23,000 | +15.0% | 115 | +2.7% | 0.01% | 0.0% |
| Q2 2020 | $20,000 | +17.6% | 112 | 0.0% | 0.01% | +10.0% |
| Q1 2020 | $17,000 | -19.0% | 112 | 0.0% | 0.01% | -9.1% |
| Q4 2019 | $21,000 | +10.5% | 112 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $19,000 | 0.0% | 112 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $19,000 | 0.0% | 112 | 0.0% | 0.01% | -7.7% |
| Q1 2019 | $19,000 | +18.8% | 112 | +0.9% | 0.01% | 0.0% |
| Q4 2018 | $16,000 | – | 111 | – | 0.01% | – |
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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% |