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 | $570,990 | -3.7% | 2,330 | 0.0% | 0.24% | +3.8% |
| Q2 2023 | $592,938 | +8.1% | 2,330 | 0.0% | 0.24% | +2.2% |
| Q1 2023 | $548,505 | +6.7% | 2,330 | 0.0% | 0.23% | -1.3% |
| Q4 2022 | $514,184 | +5.2% | 2,330 | -1.4% | 0.23% | -4.9% |
| Q3 2022 | $489,000 | -3.6% | 2,363 | +1.4% | 0.24% | +2.1% |
| Q2 2022 | $507,000 | -25.1% | 2,330 | -9.7% | 0.24% | -17.2% |
| Q1 2022 | $677,000 | +83.5% | 2,580 | +94.0% | 0.29% | +51.0% |
| Q4 2021 | $369,000 | +8.8% | 1,330 | 0.0% | 0.19% | +0.5% |
| Q3 2021 | $339,000 | -0.3% | 1,330 | 0.0% | 0.19% | +2.7% |
| Q2 2021 | $340,000 | +7.6% | 1,330 | 0.0% | 0.19% | -7.0% |
| Q1 2021 | $316,000 | +6.4% | 1,330 | 0.0% | 0.20% | +0.5% |
| Q4 2020 | $297,000 | +14.2% | 1,330 | 0.0% | 0.20% | -2.9% |
| Q3 2020 | $260,000 | +8.8% | 1,330 | 0.0% | 0.20% | -1.0% |
| Q2 2020 | $239,000 | – | 1,330 | – | 0.21% | – |
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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% |