ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,459 | -8.7% | 1,071 | -5.2% | 0.11% | -7.5% |
| Q2 2023 | $287,562 | -49.6% | 1,130 | -53.4% | 0.12% | -52.6% |
| Q1 2023 | $571,105 | +6.7% | 2,426 | 0.0% | 0.25% | -4.2% |
| Q4 2022 | $535,370 | +6.6% | 2,426 | 0.0% | 0.26% | +3.5% |
| Q3 2022 | $502,279 | -7.0% | 2,426 | -1.8% | 0.26% | -5.9% |
| Q2 2022 | $540,177 | -17.3% | 2,471 | 0.0% | 0.27% | -22.1% |
| Q1 2022 | $653,137 | -4.7% | 2,471 | 0.0% | 0.35% | -40.9% |
| Q4 2021 | $685,703 | +6.5% | 2,471 | -2.2% | 0.59% | -7.5% |
| Q3 2021 | $643,751 | -0.4% | 2,526 | 0.0% | 0.64% | -6.3% |
| Q2 2021 | $646,429 | – | 2,526 | – | 0.68% | – |
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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% |