ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,929,021 | -3.3% | 24,095 | 0.0% | 0.69% | -9.9% |
| Q2 2023 | $6,131,696 | -45.9% | 24,095 | -50.0% | 0.76% | -54.3% |
| Q1 2023 | $11,344,408 | +92.3% | 48,190 | +80.3% | 1.67% | +67.5% |
| Q4 2022 | $5,899,438 | -54.8% | 26,733 | -57.6% | 1.00% | -64.8% |
| Q3 2022 | $13,065,000 | -19.0% | 63,103 | -14.9% | 2.84% | -15.6% |
| Q2 2022 | $16,125,000 | -35.1% | 74,176 | -21.6% | 3.36% | -27.2% |
| Q1 2022 | $24,830,000 | -21.3% | 94,638 | -16.7% | 4.62% | -24.8% |
| Q4 2021 | $31,543,000 | -1.9% | 113,668 | -9.9% | 6.15% | -12.4% |
| Q3 2021 | $32,140,000 | -44.0% | 126,113 | -43.8% | 7.01% | -43.6% |
| Q2 2021 | $57,432,000 | +7.9% | 224,423 | 0.0% | 12.44% | -0.9% |
| Q1 2021 | $53,240,000 | -6.6% | 224,423 | -25.1% | 12.55% | -12.4% |
| Q4 2020 | $57,005,000 | -2.8% | 299,746 | 0.0% | 14.33% | -14.3% |
| Q3 2020 | $58,663,000 | +8.7% | 299,746 | 0.0% | 16.73% | +2.3% |
| Q2 2020 | $53,972,000 | +0.0% | 299,746 | -17.6% | 16.34% | +5.4% |
| Q1 2020 | $53,960,000 | – | 363,782 | – | 15.51% | – |
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% |