ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $108,604 | -34.8% | 443 | -32.3% | 0.01% | -31.6% |
| Q2 2023 | $166,474 | -71.5% | 654 | -73.6% | 0.02% | -72.9% |
| Q1 2023 | $584,093 | +6.3% | 2,481 | -0.4% | 0.07% | +1.4% |
| Q4 2022 | $549,463 | +7.5% | 2,490 | +0.9% | 0.07% | +1.5% |
| Q3 2022 | $511,000 | -7.9% | 2,468 | -3.3% | 0.07% | -2.9% |
| Q2 2022 | $555,000 | -13.1% | 2,553 | +4.9% | 0.07% | -5.4% |
| Q1 2022 | $639,000 | -3.6% | 2,434 | +1.8% | 0.07% | -5.1% |
| Q4 2021 | $663,000 | +4.7% | 2,390 | -3.8% | 0.08% | -1.3% |
| Q3 2021 | $633,000 | -0.2% | 2,484 | +0.2% | 0.08% | -1.2% |
| Q2 2021 | $634,000 | +5.0% | 2,479 | -2.6% | 0.08% | -2.4% |
| Q1 2021 | $604,000 | +645.7% | 2,545 | +606.9% | 0.08% | +583.3% |
| Q4 2020 | $81,000 | +5.2% | 360 | -8.2% | 0.01% | -7.7% |
| Q3 2020 | $77,000 | +10.0% | 392 | +0.5% | 0.01% | 0.0% |
| Q2 2020 | $70,000 | +29.6% | 390 | +7.7% | 0.01% | +8.3% |
| Q1 2020 | $54,000 | – | 362 | – | 0.01% | – |
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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% |