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 | $98 | -3.9% | 400 | 0.0% | 0.04% | -7.9% |
| Q2 2023 | $102 | +8.5% | 400 | 0.0% | 0.04% | +8.6% |
| Q1 2023 | $94 | +6.8% | 400 | 0.0% | 0.04% | 0.0% |
| Q4 2022 | $88 | -99.9% | 400 | 0.0% | 0.04% | -10.3% |
| Q3 2022 | $83,000 | -4.6% | 400 | 0.0% | 0.04% | +5.4% |
| Q2 2022 | $87,000 | -17.1% | 400 | 0.0% | 0.04% | -2.6% |
| Q1 2022 | $105,000 | -5.4% | 400 | 0.0% | 0.04% | -2.6% |
| Q4 2021 | $111,000 | +8.8% | 400 | 0.0% | 0.04% | -2.5% |
| Q3 2021 | $102,000 | 0.0% | 400 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $102,000 | +7.4% | 400 | 0.0% | 0.04% | -14.6% |
| Q1 2021 | $95,000 | +6.7% | 400 | 0.0% | 0.05% | 0.0% |
| Q4 2020 | $89,000 | +14.1% | 400 | 0.0% | 0.05% | +4.3% |
| Q3 2020 | $78,000 | +8.3% | 400 | 0.0% | 0.05% | -4.2% |
| Q2 2020 | $72,000 | +22.0% | 400 | 0.0% | 0.05% | -9.4% |
| Q1 2020 | $59,000 | -21.3% | 400 | 0.0% | 0.05% | -5.4% |
| Q4 2019 | $75,000 | +7.1% | 400 | 0.0% | 0.06% | +3.7% |
| Q3 2019 | $70,000 | -50.7% | 400 | -51.6% | 0.05% | -52.6% |
| Q2 2019 | $142,000 | +2.9% | 826 | 0.0% | 0.11% | -2.6% |
| Q1 2019 | $138,000 | – | 826 | – | 0.12% | – |
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% |