ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,813,050 | -2.8% | 27,688 | +0.5% | 4.58% | +0.7% |
| Q2 2023 | $7,012,352 | -6.5% | 27,556 | -13.5% | 4.55% | -8.3% |
| Q1 2023 | $7,497,699 | -9.9% | 31,850 | -15.5% | 4.96% | -8.6% |
| Q4 2022 | $8,317,907 | +20.9% | 37,692 | +13.4% | 5.42% | +18.8% |
| Q3 2022 | $6,880,000 | -7.6% | 33,228 | -3.0% | 4.56% | -11.4% |
| Q2 2022 | $7,444,000 | – | 34,244 | – | 5.15% | – |
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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% |