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 | $274,222 | -93.5% | 1,119 | -93.3% | 0.00% | -94.1% |
| Q2 2023 | $4,247,017 | +975.1% | 16,689 | +832.3% | 0.02% | +750.0% |
| Q4 2022 | $395,017 | +15.5% | 1,790 | +8.5% | 0.00% | 0.0% |
| Q3 2022 | $342,000 | -18.6% | 1,650 | -14.7% | 0.00% | 0.0% |
| Q2 2022 | $420,000 | -17.2% | 1,934 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $507,000 | -26.0% | 1,934 | -21.7% | 0.00% | -33.3% |
| Q4 2021 | $685,000 | +4.7% | 2,469 | -3.8% | 0.00% | 0.0% |
| Q3 2021 | $654,000 | -1.1% | 2,566 | -0.7% | 0.00% | 0.0% |
| Q2 2021 | $661,000 | +7.5% | 2,583 | -0.3% | 0.00% | 0.0% |
| Q1 2021 | $615,000 | +6.2% | 2,592 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $579,000 | -33.1% | 2,592 | -41.4% | 0.00% | -50.0% |
| Q3 2020 | $866,000 | +135.3% | 4,424 | +116.4% | 0.01% | +100.0% |
| Q2 2020 | $368,000 | +21.5% | 2,044 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $303,000 | -24.1% | 2,044 | -3.4% | 0.00% | 0.0% |
| Q4 2019 | $399,000 | +12.4% | 2,116 | +3.5% | 0.00% | 0.0% |
| Q3 2019 | $355,000 | +0.9% | 2,044 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $352,000 | -1.9% | 2,044 | -5.0% | 0.00% | 0.0% |
| Q1 2019 | $359,000 | +19.7% | 2,151 | +5.2% | 0.00% | 0.0% |
| Q4 2018 | $300,000 | -14.8% | 2,044 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $352,000 | +6.0% | 2,044 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $332,000 | +3.8% | 2,044 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $320,000 | -0.9% | 2,044 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $323,000 | +5.9% | 2,044 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $305,000 | +3.7% | 2,044 | 0.0% | 0.00% | -25.0% |
| Q2 2017 | $294,000 | +2.8% | 2,044 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $286,000 | +5.1% | 2,044 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $272,000 | +3.8% | 2,044 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $262,000 | +3.1% | 2,044 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $254,000 | +2.8% | 2,044 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $247,000 | +0.4% | 2,044 | 0.0% | 0.00% | -20.0% |
| Q4 2015 | $246,000 | – | 2,044 | – | 0.01% | – |
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% |