ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 746 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.43 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $295,851 | +3.1% | 958 | +0.2% | 0.07% | -9.0% |
| Q1 2024 | $286,893 | +9.9% | 956 | +0.2% | 0.08% | +2.6% |
| Q4 2023 | $261,057 | +12.1% | 954 | +0.4% | 0.08% | -29.6% |
| Q3 2023 | $232,807 | -53.4% | 950 | -51.6% | 0.11% | -50.9% |
| Q2 2023 | $499,545 | +8.1% | 1,963 | 0.0% | 0.22% | +3.3% |
| Q1 2023 | $462,110 | +6.7% | 1,963 | 0.0% | 0.21% | -1.4% |
| Q4 2022 | $433,195 | – | 1,963 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| UNC Management Company, Inc. | 572,030 | $176,569 | 99.97% |
| TLWM | 290,276 | $89,599,121 | 19.28% |
| Wind River Trust Co | 124,692 | $38,488,680 | 15.60% |
| Family Firm, Inc. | 856,336 | $63,322,289 | 14.12% |
| AlphaCore Capital LLC | 184,127 | $56,834,376 | 13.73% |
| Christopher J. Hasenberg, Inc | 81,860 | $25,267,726 | 11.45% |
| SENTINEL TRUST CO LBA | 294,682 | $90,959 | 11.18% |
| PITCAIRN CO | 518,380 | $160,008,223 | 9.77% |
| Compass Financial Group, Inc. | 58,632 | $18,405,757 | 9.16% |
| Brooklyn FI, LLC | 73,545 | $22,701,135 | 8.87% |