ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $665,093 | -4.6% | 2,714 | -0.9% | 0.42% | -5.3% |
| Q2 2023 | $697,021 | +8.1% | 2,739 | 0.0% | 0.44% | -2.9% |
| Q1 2023 | $644,788 | +5.7% | 2,739 | -8.7% | 0.45% | -11.4% |
| Q4 2022 | $609,960 | +4.1% | 3,000 | 0.0% | 0.51% | -1.2% |
| Q3 2022 | $586,000 | -3.9% | 3,000 | 0.0% | 0.52% | -3.4% |
| Q2 2022 | $610,000 | -17.7% | 3,000 | 0.0% | 0.53% | +0.9% |
| Q1 2022 | $741,000 | -6.1% | 3,000 | 0.0% | 0.53% | -2.6% |
| Q4 2021 | $789,000 | +8.2% | 3,000 | +4.9% | 0.54% | +0.4% |
| Q3 2021 | $729,000 | -1.1% | 2,859 | -0.7% | 0.54% | +5.3% |
| Q2 2021 | $737,000 | +4.4% | 2,878 | -0.9% | 0.51% | -2.7% |
| Q1 2021 | $706,000 | +5.5% | 2,903 | 0.0% | 0.53% | +0.6% |
| Q4 2020 | $669,000 | – | 2,903 | – | 0.52% | – |
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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% |