ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,731,173 | +10.2% | 6,451 | +0.7% | 0.10% | -13.5% |
| Q3 2023 | $1,570,480 | -3.7% | 6,409 | 0.0% | 0.11% | -4.3% |
| Q2 2023 | $1,630,849 | +6.0% | 6,409 | -8.1% | 0.12% | -17.1% |
| Q4 2022 | $1,539,127 | +24.8% | 6,974 | +17.2% | 0.14% | -2.1% |
| Q3 2022 | $1,233,000 | -6.3% | 5,953 | -1.7% | 0.14% | -8.9% |
| Q2 2022 | $1,316,000 | -17.9% | 6,053 | -0.9% | 0.16% | -30.5% |
| Q1 2022 | $1,603,000 | -6.6% | 6,109 | -1.3% | 0.23% | +3.2% |
| Q4 2021 | $1,717,000 | -46.3% | 6,189 | -50.5% | 0.22% | -16.7% |
| Q3 2021 | $3,200,000 | +0.1% | 12,500 | 0.0% | 0.26% | -14.6% |
| Q2 2021 | $3,198,000 | +115.6% | 12,500 | +100.0% | 0.31% | -34.2% |
| Q1 2021 | $1,483,000 | +6.2% | 6,250 | 0.0% | 0.47% | -4.5% |
| Q4 2020 | $1,397,000 | +0.6% | 6,250 | -11.9% | 0.49% | -12.2% |
| Q3 2020 | $1,389,000 | +8.7% | 7,095 | 0.0% | 0.56% | -6.4% |
| Q2 2020 | $1,278,000 | +21.5% | 7,095 | 0.0% | 0.60% | -2.9% |
| Q1 2020 | $1,052,000 | – | 7,095 | – | 0.61% | – |
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% |