ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $280,000 | +0.4% | 2,320 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $279,000 | +4.5% | 2,320 | -1.0% | 0.01% | 0.0% |
| Q3 2015 | $267,000 | -7.9% | 2,343 | 0.0% | 0.01% | +9.1% |
| Q2 2015 | $290,000 | 0.0% | 2,343 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $290,000 | +1.0% | 2,343 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $287,000 | +4.7% | 2,343 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $274,000 | +12.8% | 2,343 | +13.5% | 0.01% | +10.0% |
| Q2 2014 | $243,000 | +4.7% | 2,065 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $232,000 | -48.8% | 2,065 | -49.6% | 0.01% | -47.4% |
| Q4 2013 | $453,000 | -62.8% | 4,095 | -66.0% | 0.02% | -66.1% |
| Q3 2013 | $1,219,000 | – | 12,050 | – | 0.06% | – |
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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% |