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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $433,756 | -3.7% | 1,770 | 0.0% | 0.06% | +3.6% |
| Q2 2023 | $450,430 | +8.1% | 1,770 | 0.0% | 0.06% | +3.8% |
| Q1 2023 | $416,676 | +6.7% | 1,770 | 0.0% | 0.05% | -3.6% |
| Q4 2022 | $390,604 | +6.7% | 1,770 | 0.0% | 0.06% | -1.8% |
| Q3 2022 | $366,000 | -4.9% | 1,770 | 0.0% | 0.06% | -3.4% |
| Q2 2022 | $385,000 | -17.0% | 1,770 | 0.0% | 0.06% | -4.9% |
| Q1 2022 | $464,000 | -5.5% | 1,770 | 0.0% | 0.06% | +1.7% |
| Q4 2021 | $491,000 | +8.9% | 1,770 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $451,000 | -0.4% | 1,770 | 0.0% | 0.06% | -1.6% |
| Q2 2021 | $453,000 | +7.9% | 1,770 | 0.0% | 0.06% | +5.2% |
| Q1 2021 | $420,000 | +6.1% | 1,770 | 0.0% | 0.06% | -1.7% |
| Q4 2020 | $396,000 | +14.5% | 1,770 | 0.0% | 0.06% | -1.7% |
| Q3 2020 | $346,000 | +8.5% | 1,770 | 0.0% | 0.06% | +3.4% |
| Q2 2020 | $319,000 | +21.3% | 1,770 | 0.0% | 0.06% | +1.8% |
| Q1 2020 | $263,000 | -21.3% | 1,770 | 0.0% | 0.06% | -1.7% |
| Q4 2019 | $334,000 | +8.4% | 1,770 | 0.0% | 0.06% | +3.6% |
| Q3 2019 | $308,000 | +1.0% | 1,770 | 0.0% | 0.06% | +9.8% |
| Q2 2019 | $305,000 | +3.4% | 1,770 | 0.0% | 0.05% | -3.8% |
| Q1 2019 | $295,000 | +13.5% | 1,770 | 0.0% | 0.05% | -1.9% |
| Q4 2018 | $260,000 | -14.8% | 1,770 | 0.0% | 0.05% | -15.6% |
| Q3 2018 | $305,000 | +6.3% | 1,770 | 0.0% | 0.06% | -4.5% |
| Q2 2018 | $287,000 | +3.6% | 1,770 | 0.0% | 0.07% | +4.7% |
| Q1 2018 | $277,000 | -1.1% | 1,770 | 0.0% | 0.06% | -7.2% |
| Q4 2017 | $280,000 | – | 1,770 | – | 0.07% | – |
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% |