ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 579 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $197,684 | +3.1% | 640 | +0.2% | 0.08% | +1.2% |
| Q1 2024 | $191,699 | +9.9% | 639 | +0.3% | 0.08% | +5.0% |
| Q4 2023 | $174,436 | +12.6% | 637 | +0.8% | 0.08% | -13.0% |
| Q3 2023 | $154,914 | -3.7% | 632 | 0.0% | 0.09% | 0.0% |
| Q2 2023 | $160,869 | +8.4% | 632 | +0.2% | 0.09% | +3.4% |
| Q1 2023 | $148,432 | +7.1% | 631 | +0.5% | 0.09% | 0.0% |
| Q4 2022 | $138,646 | +6.7% | 628 | 0.0% | 0.09% | -4.3% |
| Q3 2022 | $130,000 | -5.1% | 628 | 0.0% | 0.09% | -8.8% |
| Q2 2022 | $137,000 | -17.0% | 628 | 0.0% | 0.10% | -15.0% |
| Q1 2022 | $165,000 | -5.2% | 628 | 0.0% | 0.12% | -2.4% |
| Q4 2021 | $174,000 | +9.4% | 628 | +0.6% | 0.12% | +3.4% |
| Q3 2021 | $159,000 | -0.6% | 624 | 0.0% | 0.12% | -6.3% |
| Q2 2021 | $160,000 | +8.8% | 624 | +0.5% | 0.13% | -3.1% |
| Q1 2021 | $147,000 | +5.8% | 621 | 0.0% | 0.13% | -4.4% |
| Q4 2020 | $139,000 | – | 621 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UNC Management Company, Inc. | 572,030 | $176,569 | 99.97% |
| TLWM | 290,276 | $89,599,121 | 19.28% |
| Wind River Trust Co | 124,692 | $38,488,680 | 15.60% |
| Family Firm, Inc. | 856,336 | $63,322,289 | 14.12% |
| AlphaCore Capital LLC | 184,127 | $56,834,376 | 13.73% |
| Christopher J. Hasenberg, Inc | 81,860 | $25,267,726 | 11.45% |
| SENTINEL TRUST CO LBA | 294,682 | $90,959 | 11.18% |
| PITCAIRN CO | 518,380 | $160,008,223 | 9.77% |
| Compass Financial Group, Inc. | 58,632 | $18,405,757 | 9.16% |
| Brooklyn FI, LLC | 73,545 | $22,701,135 | 8.87% |