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 | $607,788 | -3.7% | 2,480 | 0.0% | 0.09% | +11.0% |
| Q2 2023 | $631,151 | +8.2% | 2,480 | +0.1% | 0.08% | +6.5% |
| Q1 2023 | $583,202 | +6.8% | 2,477 | +0.1% | 0.08% | +1.3% |
| Q4 2022 | $545,865 | -0.6% | 2,474 | -6.7% | 0.08% | -13.6% |
| Q3 2022 | $549,000 | -20.1% | 2,651 | -16.1% | 0.09% | -16.2% |
| Q2 2022 | $687,000 | -14.4% | 3,160 | +3.3% | 0.10% | -2.8% |
| Q1 2022 | $803,000 | +88.1% | 3,060 | +99.1% | 0.11% | +89.5% |
| Q4 2021 | $427,000 | +3.9% | 1,537 | 0.0% | 0.06% | +3.6% |
| Q3 2021 | $411,000 | -1.2% | 1,537 | -5.4% | 0.06% | -3.5% |
| Q2 2021 | $416,000 | +8.1% | 1,624 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $385,000 | -3.5% | 1,624 | -9.1% | 0.06% | -17.4% |
| Q4 2020 | $399,000 | – | 1,787 | – | 0.07% | – |
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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% |