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 | $528 | -8.7% | 2,153 | -5.3% | 0.17% | -4.6% |
| Q2 2023 | $578 | +8.0% | 2,273 | 0.0% | 0.17% | 0.0% |
| Q1 2023 | $535 | -46.7% | 2,273 | -50.0% | 0.17% | +1.2% |
| Q4 2022 | $1,004 | -99.8% | 4,546 | +88.4% | 0.17% | -7.0% |
| Q3 2022 | $500,000 | -4.8% | 2,413 | 0.0% | 0.18% | +0.5% |
| Q2 2022 | $525,000 | -17.1% | 2,413 | 0.0% | 0.18% | -11.5% |
| Q1 2022 | $633,000 | -5.5% | 2,413 | 0.0% | 0.21% | -7.1% |
| Q4 2021 | $670,000 | -68.6% | 2,413 | -71.2% | 0.22% | -71.4% |
| Q3 2021 | $2,135,000 | -0.4% | 8,377 | 0.0% | 0.78% | -3.9% |
| Q2 2021 | $2,144,000 | +6.8% | 8,377 | -1.0% | 0.82% | -7.2% |
| Q1 2021 | $2,007,000 | +6.1% | 8,460 | 0.0% | 0.88% | -23.2% |
| Q4 2020 | $1,891,000 | – | 8,460 | – | 1.14% | – |
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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% |