ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $427,526 | +8.1% | 1,680 | 0.0% | 0.04% | +2.3% |
Q1 2023 | $395,488 | +6.7% | 1,680 | 0.0% | 0.04% | +4.8% |
Q4 2022 | $370,742 | +6.8% | 1,680 | 0.0% | 0.04% | -8.7% |
Q3 2022 | $347,000 | -4.9% | 1,680 | 0.0% | 0.05% | -2.1% |
Q2 2022 | $365,000 | -17.0% | 1,680 | 0.0% | 0.05% | -2.1% |
Q1 2022 | $440,000 | -5.6% | 1,680 | 0.0% | 0.05% | -5.9% |
Q4 2021 | $466,000 | -45.6% | 1,680 | -20.3% | 0.05% | -5.6% |
Q3 2021 | $856,000 | +99.5% | 2,108 | +25.5% | 0.05% | -1.8% |
Q2 2021 | $429,000 | +7.8% | 1,680 | 0.0% | 0.06% | -3.5% |
Q1 2021 | $398,000 | +6.1% | 1,680 | 0.0% | 0.06% | -1.7% |
Q4 2020 | $375,000 | +14.3% | 1,680 | 0.0% | 0.06% | +5.5% |
Q3 2020 | $328,000 | +8.6% | 1,680 | 0.0% | 0.06% | 0.0% |
Q2 2020 | $302,000 | +21.3% | 1,680 | 0.0% | 0.06% | +10.0% |
Q1 2020 | $249,000 | -21.2% | 1,680 | 0.0% | 0.05% | -3.8% |
Q4 2019 | $316,000 | +8.6% | 1,680 | 0.0% | 0.05% | -3.7% |
Q3 2019 | $291,000 | +0.7% | 1,680 | 0.0% | 0.05% | +5.9% |
Q2 2019 | $289,000 | +3.2% | 1,680 | 0.0% | 0.05% | -1.9% |
Q1 2019 | $280,000 | +13.8% | 1,680 | 0.0% | 0.05% | 0.0% |
Q4 2018 | $246,000 | -14.9% | 1,680 | 0.0% | 0.05% | +2.0% |
Q3 2018 | $289,000 | +5.9% | 1,680 | 0.0% | 0.05% | -1.9% |
Q2 2018 | $273,000 | +3.8% | 1,680 | 0.0% | 0.05% | -16.1% |
Q1 2018 | $263,000 | -1.1% | 1,680 | 0.0% | 0.06% | +21.6% |
Q4 2017 | $266,000 | +6.0% | 1,680 | 0.0% | 0.05% | -1.9% |
Q3 2017 | $251,000 | +3.7% | 1,680 | 0.0% | 0.05% | 0.0% |
Q2 2017 | $242,000 | +3.0% | 1,680 | 0.0% | 0.05% | -8.8% |
Q1 2017 | $235,000 | +5.4% | 1,680 | 0.0% | 0.06% | -12.3% |
Q4 2016 | $223,000 | +3.7% | 1,680 | 0.0% | 0.06% | -9.7% |
Q3 2016 | $215,000 | +3.4% | 1,680 | 0.0% | 0.07% | -8.9% |
Q2 2016 | $208,000 | -5.9% | 1,680 | -8.1% | 0.08% | -18.6% |
Q1 2016 | $221,000 | – | 1,828 | – | 0.10% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
SCS Capital Management LLC | 4,244,814 | $623,648,000 | 24.43% |
SENTINEL TRUST CO LBA | 536,827 | $78,871,000 | 24.34% |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 3,280,620 | $481,988,000 | 21.58% |
TLWM | 208,785 | $31,760,000 | 19.24% |
Sigma Investment Management Co | 154,223 | $22,658,000 | 18.09% |
Wechter Feldman Wealth Management, Inc. | 113,961 | $16,743,000 | 16.11% |
Evensky & Katz LLC | 637,006 | $93,589,000 | 15.57% |
PITCAIRN CO | 844,745 | $124,110,000 | 13.75% |
Compass Financial Group, Inc. | 76,562 | $11,248,000 | 12.98% |
DERBY & COMPANY, INC | 121,175 | $17,803,000 | 11.21% |