ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,397 | -30.5% | 5,700 | -27.8% | 0.00% | -33.3% |
| Q2 2023 | $2,010 | -99.9% | 7,900 | -21.0% | 0.00% | 0.0% |
| Q4 2021 | $2,775,000 | +262.7% | 10,000 | +233.3% | 0.00% | +200.0% |
| Q3 2021 | $765,000 | +29.0% | 3,000 | +20.0% | 0.00% | 0.0% |
| Q1 2021 | $593,000 | -47.8% | 2,500 | -56.9% | 0.00% | 0.0% |
| Q3 2020 | $1,135,000 | +32.0% | 5,800 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $860,000 | -29.8% | 5,800 | -10.8% | 0.00% | 0.0% |
| Q4 2019 | $1,225,000 | +9.4% | 6,500 | -5.8% | 0.00% | 0.0% |
| Q2 2018 | $1,120,000 | – | 6,900 | – | 0.00% | – |
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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% |