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 | $21,698,725 | -3.9% | 88,545 | -0.2% | 0.35% | -2.8% |
| Q2 2023 | $22,576,839 | +8.2% | 88,718 | +0.1% | 0.36% | -0.6% |
| Q1 2023 | $20,856,894 | +1.3% | 88,598 | -5.1% | 0.36% | -3.5% |
| Q4 2022 | $20,598,905 | +36.3% | 93,343 | +27.9% | 0.38% | +16.8% |
| Q3 2022 | $15,115,000 | +25.0% | 73,007 | +31.3% | 0.32% | +29.4% |
| Q2 2022 | $12,088,000 | +815.1% | 55,604 | +1004.6% | 0.25% | +933.3% |
| Q1 2022 | $1,321,000 | -5.4% | 5,034 | 0.0% | 0.02% | -14.3% |
| Q4 2021 | $1,397,000 | – | 5,034 | – | 0.03% | – |
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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% |