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 | $1,046,406 | -3.7% | 4,270 | 0.0% | 0.62% | -1.3% |
| Q2 2023 | $1,086,630 | +8.1% | 4,270 | 0.0% | 0.63% | +1.4% |
| Q1 2023 | $1,005,201 | +6.7% | 4,270 | 0.0% | 0.62% | -3.4% |
| Q4 2022 | $942,304 | +6.6% | 4,270 | 0.0% | 0.64% | +5.6% |
| Q3 2022 | $884,000 | -4.7% | 4,270 | 0.0% | 0.61% | -7.9% |
| Q2 2022 | $928,000 | -17.1% | 4,270 | 0.0% | 0.66% | -7.0% |
| Q1 2022 | $1,120,000 | -5.5% | 4,270 | 0.0% | 0.71% | -2.2% |
| Q4 2021 | $1,185,000 | +8.9% | 4,270 | 0.0% | 0.73% | +1.8% |
| Q3 2021 | $1,088,000 | -0.5% | 4,270 | 0.0% | 0.71% | +6.2% |
| Q2 2021 | $1,093,000 | +7.9% | 4,270 | 0.0% | 0.67% | +2.6% |
| Q1 2021 | $1,013,000 | +6.1% | 4,270 | 0.0% | 0.66% | +0.3% |
| Q4 2020 | $955,000 | +14.2% | 4,270 | 0.0% | 0.65% | -3.1% |
| Q3 2020 | $836,000 | +8.7% | 4,270 | 0.0% | 0.67% | +5.8% |
| Q2 2020 | $769,000 | -14.5% | 4,270 | -10.5% | 0.64% | -31.4% |
| Q4 2019 | $899,000 | – | 4,770 | – | 0.93% | – |
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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% |