ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $171,542 | -3.7% | 700 | 0.0% | 0.01% | -7.1% |
Q2 2023 | $178,136 | +8.1% | 700 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $164,787 | +6.7% | 700 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $154,476 | +6.5% | 700 | 0.0% | 0.01% | -6.7% |
Q3 2022 | $145,000 | -4.6% | 700 | 0.0% | 0.02% | 0.0% |
Q2 2022 | $152,000 | -17.4% | 700 | 0.0% | 0.02% | -11.8% |
Q1 2022 | $184,000 | -5.2% | 700 | 0.0% | 0.02% | 0.0% |
Q4 2021 | $194,000 | +10.9% | 700 | 0.0% | 0.02% | -19.0% |
Q3 2021 | $175,000 | -2.2% | 700 | 0.0% | 0.02% | +23.5% |
Q2 2021 | $179,000 | – | 700 | – | 0.02% | – |
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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% |