ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,994,053 | -3.7% | 8,137 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $2,070,704 | +8.1% | 8,137 | 0.0% | 0.05% | +2.0% |
| Q1 2023 | $1,915,531 | +6.7% | 8,137 | 0.0% | 0.05% | -1.9% |
| Q4 2022 | $1,795,673 | +117.9% | 8,137 | +104.5% | 0.05% | +73.3% |
| Q3 2022 | $824,000 | -4.7% | 3,979 | 0.0% | 0.03% | -3.2% |
| Q2 2022 | $865,000 | -17.1% | 3,979 | 0.0% | 0.03% | -6.1% |
| Q1 2022 | $1,044,000 | +10.4% | 3,979 | -17.7% | 0.03% | -29.8% |
| Q4 2020 | $946,000 | -26.2% | 4,835 | -26.1% | 0.05% | -32.9% |
| Q3 2020 | $1,281,000 | -55.3% | 6,546 | -58.9% | 0.07% | -57.3% |
| Q2 2020 | $2,866,000 | +21.3% | 15,918 | 0.0% | 0.16% | +0.6% |
| Q1 2020 | $2,362,000 | -21.3% | 15,918 | 0.0% | 0.16% | -12.4% |
| Q4 2019 | $3,000,000 | +8.5% | 15,918 | 0.0% | 0.19% | -6.5% |
| Q3 2019 | $2,766,000 | +0.8% | 15,918 | 0.0% | 0.20% | -3.4% |
| Q2 2019 | $2,744,000 | +3.4% | 15,918 | 0.0% | 0.21% | -3.7% |
| Q1 2019 | $2,654,000 | +13.5% | 15,918 | 0.0% | 0.21% | -3.2% |
| Q4 2018 | $2,338,000 | -14.7% | 15,918 | 0.0% | 0.22% | -3.9% |
| Q3 2018 | $2,742,000 | – | 15,918 | – | 0.23% | – |
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% |