ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $22,452,299 | -5.9% | 91,619 | -2.3% | 6.08% | -3.5% |
| Q2 2023 | $23,857,398 | +9.2% | 93,749 | +1.0% | 6.30% | -0.4% |
| Q1 2023 | $21,848,484 | +2.8% | 92,810 | -3.6% | 6.33% | -3.3% |
| Q4 2022 | $21,247,070 | +3.1% | 96,280 | -3.3% | 6.54% | -7.1% |
| Q3 2022 | $20,608,000 | -5.5% | 99,540 | -0.8% | 7.04% | -2.9% |
| Q2 2022 | $21,811,000 | -18.6% | 100,334 | -1.7% | 7.25% | -2.7% |
| Q1 2022 | $26,779,000 | -8.4% | 102,069 | -3.1% | 7.45% | -1.0% |
| Q4 2021 | $29,226,000 | +6.7% | 105,322 | -2.0% | 7.53% | +0.2% |
| Q3 2021 | $27,393,000 | -0.5% | 107,488 | -0.1% | 7.51% | -3.6% |
| Q2 2021 | $27,540,000 | +8.3% | 107,617 | +0.4% | 7.79% | -0.5% |
| Q1 2021 | $25,432,000 | +0.1% | 107,205 | -5.7% | 7.82% | -3.4% |
| Q4 2020 | $25,402,000 | +12.6% | 113,633 | -1.4% | 8.10% | -2.2% |
| Q3 2020 | $22,557,000 | +4.1% | 115,258 | -4.3% | 8.28% | -7.8% |
| Q2 2020 | $21,677,000 | +18.0% | 120,392 | -2.8% | 8.97% | -5.1% |
| Q1 2020 | $18,368,000 | -17.6% | 123,836 | +4.7% | 9.46% | +11.5% |
| Q4 2019 | $22,295,000 | – | 118,284 | – | 8.48% | – |
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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% |