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 | $263,767 | -3.7% | 1,077 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $273,908 | -13.1% | 1,077 | -19.6% | 0.04% | -17.4% |
| Q1 2023 | $315,293 | +5.9% | 1,340 | -0.7% | 0.05% | -2.1% |
| Q4 2022 | $297,773 | +7.1% | 1,350 | +0.7% | 0.05% | -6.0% |
| Q3 2022 | $278,000 | -4.5% | 1,341 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $291,000 | -64.0% | 1,341 | -60.8% | 0.05% | -66.7% |
| Q1 2022 | $809,000 | +85.6% | 3,417 | +117.4% | 0.15% | +131.8% |
| Q4 2021 | $436,000 | +9.0% | 1,572 | 0.0% | 0.07% | +1.5% |
| Q3 2021 | $400,000 | -7.0% | 1,572 | -6.0% | 0.06% | -9.7% |
| Q2 2021 | $430,000 | -47.6% | 1,672 | -51.1% | 0.07% | -53.2% |
| Q1 2021 | $820,000 | -26.1% | 3,417 | -31.0% | 0.15% | -33.9% |
| Q4 2020 | $1,109,000 | – | 4,953 | – | 0.23% | – |
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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% |