ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,535,782 | -3.7% | 55,235 | 0.0% | 6.99% | -5.2% |
| Q2 2023 | $14,056,091 | +8.3% | 55,235 | +0.2% | 7.37% | -4.8% |
| Q1 2023 | $12,973,253 | +6.9% | 55,109 | +0.2% | 7.75% | -2.1% |
| Q4 2022 | $12,140,385 | +7.4% | 55,014 | +0.8% | 7.91% | -34.8% |
| Q3 2022 | $11,303,000 | -4.5% | 54,591 | +0.3% | 12.14% | +1.6% |
| Q2 2022 | $11,833,000 | -21.4% | 54,430 | -5.1% | 11.96% | -9.2% |
| Q1 2022 | $15,056,000 | -5.9% | 57,385 | -0.5% | 13.17% | -3.5% |
| Q4 2021 | $16,007,000 | – | 57,683 | – | 13.65% | – |
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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% |