ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,306,570 | -70.4% | 5,321 | -69.3% | 0.02% | -70.0% |
| Q2 2023 | $4,406,847 | +373.0% | 17,317 | +337.6% | 0.06% | +328.6% |
| Q1 2023 | $931,623 | +1.2% | 3,957 | -5.2% | 0.01% | -6.7% |
| Q4 2022 | $920,586 | +1.1% | 4,172 | -5.1% | 0.02% | -6.2% |
| Q3 2022 | $910,524 | -12.9% | 4,398 | -8.5% | 0.02% | -20.0% |
| Q2 2022 | $1,045,000 | -16.1% | 4,806 | +1.2% | 0.02% | -4.8% |
| Q1 2022 | $1,246,000 | – | 4,747 | – | 0.02% | – |
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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% |