ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 745 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.20 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $610,935 | +92.9% | 2,493 | +73.7% | 0.01% | +66.7% |
| Q4 2022 | $316,676 | +53.0% | 1,435 | +43.5% | 0.00% | +50.0% |
| Q3 2022 | $207,000 | +1.5% | 1,000 | +6.4% | 0.00% | 0.0% |
| Q2 2022 | $204,000 | -73.6% | 940 | -66.3% | 0.00% | -66.7% |
| Q4 2021 | $774,000 | +9.0% | 2,790 | -12.2% | 0.01% | -14.3% |
| Q4 2020 | $710,000 | +164.9% | 3,178 | +132.0% | 0.01% | +133.3% |
| Q3 2020 | $268,000 | +8.9% | 1,370 | +0.4% | 0.00% | 0.0% |
| Q2 2020 | $246,000 | -89.4% | 1,364 | -91.3% | 0.00% | -91.4% |
| Q1 2020 | $2,325,000 | -49.8% | 15,676 | -36.2% | 0.04% | -37.5% |
| Q4 2019 | $4,630,000 | +33.2% | 24,566 | +3.8% | 0.06% | +7.7% |
| Q4 2018 | $3,476,000 | +592.4% | 23,656 | +466.5% | 0.05% | +333.3% |
| Q4 2015 | $502,000 | – | 4,176 | – | 0.01% | – |
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 | 11.09% |
| SENTINEL TRUST CO LBA | 263,702 | $64,623 | 9.16% |
| Brooklyn FI, LLC | 68,145 | $16,699,614 | 8.98% |