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 | $1,078,264 | -3.7% | 4,400 | 0.0% | 0.25% | +4.7% |
| Q2 2023 | $1,119,712 | +8.1% | 4,400 | 0.0% | 0.24% | +1.7% |
| Q1 2023 | $1,035,804 | +6.7% | 4,400 | 0.0% | 0.23% | -1.7% |
| Q4 2022 | $970,992 | +6.6% | 4,400 | 0.0% | 0.24% | -4.9% |
| Q3 2022 | $911,000 | -4.8% | 4,400 | 0.0% | 0.25% | -5.0% |
| Q2 2022 | $957,000 | -17.1% | 4,400 | 0.0% | 0.26% | -5.8% |
| Q1 2022 | $1,154,000 | -5.5% | 4,400 | 0.0% | 0.28% | -9.2% |
| Q4 2021 | $1,221,000 | +41.8% | 4,400 | 0.0% | 0.30% | -51.1% |
| Q3 2021 | $861,000 | -23.5% | 4,400 | 0.0% | 0.62% | +94.4% |
| Q2 2021 | $1,126,000 | +7.9% | 4,400 | 0.0% | 0.32% | -19.2% |
| Q1 2021 | $1,044,000 | +6.1% | 4,400 | 0.0% | 0.40% | -34.4% |
| Q4 2020 | $984,000 | +14.3% | 4,400 | 0.0% | 0.60% | -2.9% |
| Q3 2020 | $861,000 | +8.7% | 4,400 | 0.0% | 0.62% | -4.5% |
| Q2 2020 | $792,000 | -51.7% | 4,400 | -60.2% | 0.65% | -60.9% |
| Q1 2020 | $1,640,000 | -11.7% | 11,055 | +12.2% | 1.66% | -2.7% |
| Q4 2019 | $1,858,000 | – | 9,855 | – | 1.71% | – |
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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% |