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 2023 | $2,658,539 | -1.4% | 10,849 | +2.4% | 0.27% | -2.9% |
| Q2 2023 | $2,696,859 | +10.4% | 10,598 | +2.1% | 0.28% | -0.7% |
| Q1 2023 | $2,443,618 | +6.7% | 10,380 | +0.0% | 0.28% | -4.5% |
| Q4 2022 | $2,290,265 | +4.9% | 10,378 | -1.6% | 0.29% | -11.2% |
| Q3 2022 | $2,184,000 | -0.6% | 10,550 | +4.4% | 0.33% | -6.8% |
| Q2 2022 | $2,198,000 | -17.1% | 10,109 | 0.0% | 0.35% | -21.2% |
| Q1 2022 | $2,652,000 | -5.5% | 10,109 | 0.0% | 0.45% | -9.9% |
| Q4 2021 | $2,805,000 | +5.3% | 10,109 | -3.3% | 0.50% | -19.3% |
| Q3 2021 | $2,665,000 | -0.4% | 10,457 | +0.0% | 0.62% | -6.2% |
| Q2 2021 | $2,676,000 | +7.9% | 10,456 | 0.0% | 0.66% | -1.2% |
| Q1 2021 | $2,480,000 | +22.7% | 10,456 | +15.6% | 0.66% | +6.7% |
| Q4 2020 | $2,022,000 | -3.4% | 9,043 | -15.5% | 0.62% | -17.5% |
| Q3 2020 | $2,094,000 | +6.5% | 10,701 | -2.0% | 0.76% | -0.4% |
| Q2 2020 | $1,967,000 | +17.9% | 10,922 | -3.0% | 0.76% | +2.6% |
| Q1 2020 | $1,669,000 | -23.6% | 11,255 | -2.9% | 0.74% | -11.3% |
| Q4 2019 | $2,185,000 | +1.3% | 11,592 | -6.6% | 0.83% | -8.6% |
| Q3 2019 | $2,157,000 | -1.4% | 12,412 | -2.2% | 0.91% | -0.4% |
| Q2 2019 | $2,187,000 | -7.8% | 12,690 | -10.8% | 0.92% | -10.4% |
| Q1 2019 | $2,372,000 | +13.4% | 14,232 | 0.0% | 1.02% | +1.1% |
| Q4 2018 | $2,091,000 | -12.4% | 14,232 | +2.8% | 1.01% | -11.4% |
| Q3 2018 | $2,388,000 | -4.4% | 13,841 | -9.8% | 1.14% | -10.4% |
| Q2 2018 | $2,499,000 | +4.6% | 15,351 | -1.8% | 1.27% | +1.8% |
| Q1 2018 | $2,388,000 | -8.3% | 15,629 | -2.6% | 1.25% | -1.7% |
| Q4 2017 | $2,603,000 | +7.3% | 16,054 | -0.2% | 1.27% | +3.0% |
| Q3 2017 | $2,426,000 | +5.2% | 16,081 | +0.2% | 1.23% | +0.7% |
| Q2 2017 | $2,305,000 | -11.4% | 16,054 | 0.0% | 1.22% | -5.5% |
| Q1 2017 | $2,603,000 | +16.0% | 16,054 | -3.5% | 1.30% | +6.5% |
| Q4 2016 | $2,244,000 | +0.4% | 16,638 | -4.6% | 1.22% | -0.8% |
| Q3 2016 | $2,235,000 | +3.3% | 17,437 | 0.0% | 1.23% | +3.3% |
| Q2 2016 | $2,163,000 | -0.4% | 17,437 | -2.9% | 1.19% | -3.1% |
| Q1 2016 | $2,171,000 | -2.6% | 17,961 | -3.1% | 1.23% | -8.2% |
| Q4 2015 | $2,229,000 | +5.6% | 18,530 | +0.0% | 1.34% | -0.7% |
| Q3 2015 | $2,110,000 | -8.1% | 18,527 | 0.0% | 1.34% | -8.9% |
| Q2 2015 | $2,297,000 | -20.3% | 18,527 | -20.4% | 1.48% | -18.1% |
| Q1 2015 | $2,882,000 | -1.0% | 23,269 | -2.2% | 1.80% | -4.8% |
| Q4 2014 | $2,910,000 | +3.3% | 23,790 | -1.4% | 1.89% | -1.7% |
| Q3 2014 | $2,818,000 | -0.7% | 24,131 | +0.1% | 1.92% | +0.9% |
| Q2 2014 | $2,838,000 | +13.7% | 24,104 | +8.5% | 1.91% | +6.5% |
| Q1 2014 | $2,495,000 | +1.5% | 22,220 | +0.1% | 1.79% | -3.4% |
| Q4 2013 | $2,457,000 | +9.5% | 22,201 | +0.1% | 1.86% | +2.5% |
| Q3 2013 | $2,244,000 | +5.1% | 22,179 | +0.2% | 1.81% | -1.4% |
| Q2 2013 | $2,135,000 | +3.3% | 22,139 | +0.1% | 1.83% | +0.2% |
| Q1 2013 | $2,067,000 | +10.4% | 22,119 | 0.0% | 1.83% | +2.3% |
| Q4 2012 | $1,873,000 | +34.4% | 22,119 | +34.6% | 1.79% | +22.7% |
| Q3 2012 | $1,394,000 | +5.9% | 16,428 | +0.3% | 1.46% | -3.3% |
| Q2 2012 | $1,316,000 | -2.7% | 16,373 | +0.8% | 1.51% | +18.7% |
| Q1 2012 | $1,352,000 | – | 16,236 | – | 1.27% | – |
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% |