ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 566 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.04 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $691,804 | -14.8% | 2,823 | -11.5% | 0.29% | -13.7% |
| Q2 2023 | $811,791 | +0.5% | 3,190 | -7.0% | 0.34% | -4.8% |
| Q1 2023 | $807,456 | +95.2% | 3,430 | -4.5% | 0.35% | +72.5% |
| Q4 2022 | $413,554 | -44.4% | 3,593 | 0.0% | 0.20% | -47.6% |
| Q3 2022 | $744,000 | -4.7% | 3,593 | -3.3% | 0.39% | -2.5% |
| Q2 2022 | $781,000 | -19.8% | 3,714 | 0.0% | 0.40% | -16.4% |
| Q1 2022 | $974,000 | -5.5% | 3,714 | 0.0% | 0.48% | -8.8% |
| Q4 2021 | $1,031,000 | -0.9% | 3,714 | -8.9% | 0.52% | -7.8% |
| Q3 2021 | $1,040,000 | -3.4% | 4,079 | -3.1% | 0.57% | -15.1% |
| Q2 2021 | $1,077,000 | -5.5% | 4,210 | -12.4% | 0.67% | -17.5% |
| Q1 2021 | $1,140,000 | +2.5% | 4,805 | -3.4% | 0.81% | -14.0% |
| Q4 2020 | $1,112,000 | – | 4,975 | – | 0.94% | – |
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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% |