ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $727,828 | -3.7% | 2,970 | 0.0% | 0.60% | +4.4% |
| Q2 2023 | $755,806 | +8.1% | 2,970 | 0.0% | 0.57% | +11.7% |
| Q1 2023 | $699,168 | +4.5% | 2,970 | -2.0% | 0.51% | +4.7% |
| Q4 2022 | $668,881 | -10.9% | 3,031 | -16.5% | 0.49% | -17.8% |
| Q3 2022 | $751,000 | +13.6% | 3,631 | +19.4% | 0.60% | +19.2% |
| Q2 2022 | $661,000 | -18.5% | 3,041 | -1.6% | 0.50% | -8.8% |
| Q1 2022 | $811,000 | -13.7% | 3,092 | -8.8% | 0.55% | -12.5% |
| Q4 2021 | $940,000 | +8.9% | 3,390 | 0.0% | 0.63% | -2.5% |
| Q3 2021 | $863,000 | -7.8% | 3,390 | -7.4% | 0.64% | -11.0% |
| Q2 2021 | $936,000 | +5.8% | 3,661 | -1.9% | 0.72% | -3.0% |
| Q1 2021 | $885,000 | +3.6% | 3,731 | -2.4% | 0.74% | -3.4% |
| Q4 2020 | $854,000 | +14.3% | 3,821 | 0.0% | 0.77% | +2.8% |
| Q3 2020 | $747,000 | -1.2% | 3,821 | -9.0% | 0.75% | -5.4% |
| Q2 2020 | $756,000 | +21.3% | 4,201 | 0.0% | 0.79% | +5.9% |
| Q1 2020 | $623,000 | -32.1% | 4,201 | -13.7% | 0.75% | -14.6% |
| Q4 2019 | $917,000 | – | 4,870 | – | 0.88% | – |
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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% |