ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,298,836 | -3.2% | 13,417 | -0.9% | 0.27% | -0.7% |
| Q2 2023 | $3,409,198 | +10.9% | 13,542 | +2.2% | 0.27% | +7.1% |
| Q1 2023 | $3,074,363 | -53.0% | 13,255 | -55.3% | 0.25% | -55.6% |
| Q4 2022 | $6,543,162 | +953.6% | 29,650 | +901.7% | 0.57% | +866.1% |
| Q3 2022 | $621,000 | -4.5% | 2,960 | 0.0% | 0.06% | -1.7% |
| Q2 2022 | $650,000 | -33.5% | 2,960 | -19.5% | 0.06% | -29.4% |
| Q1 2022 | $978,000 | – | 3,675 | – | 0.08% | – |
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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% |