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 | $744,247 | -11.6% | 3,037 | -8.2% | 0.07% | -8.1% |
| Q2 2023 | $841,565 | -4.1% | 3,307 | -11.3% | 0.07% | -9.8% |
| Q1 2023 | $877,608 | -12.3% | 3,728 | -17.8% | 0.08% | -18.0% |
| Q4 2022 | $1,000,563 | -5.7% | 4,534 | -11.5% | 0.10% | -10.7% |
| Q3 2022 | $1,061,000 | -15.9% | 5,126 | -11.6% | 0.11% | -13.2% |
| Q2 2022 | $1,261,000 | -22.1% | 5,799 | -6.0% | 0.13% | -8.5% |
| Q1 2022 | $1,619,000 | -6.0% | 6,170 | -0.6% | 0.14% | -12.4% |
| Q4 2021 | $1,722,000 | +14.2% | 6,206 | +4.9% | 0.16% | +2.5% |
| Q3 2021 | $1,508,000 | +20.5% | 5,917 | +21.1% | 0.16% | +17.2% |
| Q2 2021 | $1,251,000 | – | 4,888 | – | 0.13% | – |
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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% |