ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $423 | +6.8% | 1,795 | 0.0% | 0.06% | +1.8% |
| Q4 2022 | $396 | -99.9% | 1,795 | 0.0% | 0.06% | +3.8% |
| Q3 2022 | $372,000 | -4.6% | 1,795 | 0.0% | 0.05% | +1.9% |
| Q2 2022 | $390,000 | -17.2% | 1,795 | 0.0% | 0.05% | +6.1% |
| Q1 2022 | $471,000 | -5.4% | 1,795 | 0.0% | 0.05% | +6.5% |
| Q4 2021 | $498,000 | +9.0% | 1,795 | 0.0% | 0.05% | +9.5% |
| Q3 2021 | $457,000 | -0.4% | 1,795 | 0.0% | 0.04% | +7.7% |
| Q2 2021 | $459,000 | +7.7% | 1,795 | 0.0% | 0.04% | 0.0% |
| Q1 2021 | $426,000 | +6.2% | 1,795 | 0.0% | 0.04% | +8.3% |
| Q4 2020 | $401,000 | +14.2% | 1,795 | 0.0% | 0.04% | +12.5% |
| Q3 2020 | $351,000 | +8.7% | 1,795 | 0.0% | 0.03% | +6.7% |
| Q2 2020 | $323,000 | +21.4% | 1,795 | 0.0% | 0.03% | +7.1% |
| Q1 2020 | $266,000 | -21.3% | 1,795 | 0.0% | 0.03% | +16.7% |
| Q4 2019 | $338,000 | +8.3% | 1,795 | 0.0% | 0.02% | +4.3% |
| Q3 2019 | $312,000 | +1.0% | 1,795 | 0.0% | 0.02% | +4.5% |
| Q2 2019 | $309,000 | +3.3% | 1,795 | 0.0% | 0.02% | +10.0% |
| Q1 2019 | $299,000 | – | 1,795 | – | 0.02% | – |
Download | ||||||
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% |