ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 514 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.66 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $213,000 | -51.3% | 810 | -66.6% | 0.06% | -68.1% |
| Q2 2020 | $437,000 | +21.4% | 2,426 | 0.0% | 0.18% | +0.5% |
| Q1 2020 | $360,000 | -21.2% | 2,426 | 0.0% | 0.18% | +9.5% |
| Q4 2019 | $457,000 | +8.3% | 2,426 | 0.0% | 0.17% | +1.8% |
| Q3 2019 | $422,000 | -3.9% | 2,426 | -4.8% | 0.16% | -3.5% |
| Q2 2019 | $439,000 | +3.3% | 2,549 | 0.0% | 0.17% | +2.4% |
| Q1 2019 | $425,000 | +13.6% | 2,549 | 0.0% | 0.17% | -0.6% |
| Q4 2018 | $374,000 | -14.8% | 2,549 | 0.0% | 0.17% | +0.6% |
| Q3 2018 | $439,000 | +5.5% | 2,549 | -0.6% | 0.17% | -1.8% |
| Q2 2018 | $416,000 | +3.7% | 2,565 | 0.0% | 0.17% | +6.2% |
| Q1 2018 | $401,000 | -1.0% | 2,565 | 0.0% | 0.16% | +8.1% |
| Q4 2017 | $405,000 | +11.0% | 2,565 | +5.0% | 0.15% | +7.2% |
| Q3 2017 | $365,000 | +3.7% | 2,442 | -14.1% | 0.14% | -29.6% |
| Q1 2015 | $352,000 | +1.1% | 2,843 | 0.0% | 0.20% | +5.4% |
| Q4 2014 | $348,000 | +4.8% | 2,843 | 0.0% | 0.19% | +3.9% |
| Q3 2014 | $332,000 | -0.9% | 2,843 | 0.0% | 0.18% | -0.6% |
| Q2 2014 | $335,000 | – | 2,843 | – | 0.18% | – |
Download | ||||||
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% |