ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $857,710 | -3.7% | 3,500 | 0.0% | 0.10% | -1.9% |
| Q2 2023 | $890,680 | +8.1% | 3,500 | 0.0% | 0.10% | 0.0% |
| Q1 2023 | $823,935 | +6.7% | 3,500 | 0.0% | 0.10% | +4.0% |
| Q4 2022 | $772,380 | +6.5% | 3,500 | 0.0% | 0.10% | -3.9% |
| Q3 2022 | $725,000 | -4.7% | 3,500 | 0.0% | 0.10% | -1.0% |
| Q2 2022 | $761,000 | -17.1% | 3,500 | 0.0% | 0.10% | -14.8% |
| Q1 2022 | $918,000 | -5.5% | 3,500 | 0.0% | 0.12% | +0.8% |
| Q4 2021 | $971,000 | +8.9% | 3,500 | 0.0% | 0.12% | -2.4% |
| Q3 2021 | $892,000 | -0.4% | 3,500 | 0.0% | 0.12% | -2.4% |
| Q2 2021 | $896,000 | +8.0% | 3,500 | 0.0% | 0.13% | -1.6% |
| Q1 2021 | $830,000 | +6.1% | 3,500 | 0.0% | 0.13% | -16.2% |
| Q4 2020 | $782,000 | +14.2% | 3,500 | 0.0% | 0.15% | -0.6% |
| Q3 2020 | $685,000 | +8.7% | 3,500 | 0.0% | 0.16% | -2.5% |
| Q2 2020 | $630,000 | +21.4% | 3,500 | 0.0% | 0.16% | +15.2% |
| Q1 2020 | $519,000 | -21.4% | 3,500 | 0.0% | 0.14% | -6.1% |
| Q4 2019 | $660,000 | – | 3,500 | – | 0.15% | – |
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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% |