ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,354,937 | +69.0% | 5,529 | +75.5% | 0.12% | +78.8% |
| Q2 2023 | $801,612 | +8.1% | 3,150 | 0.0% | 0.07% | -1.5% |
| Q1 2023 | $741,542 | +6.7% | 3,150 | 0.0% | 0.07% | -1.5% |
| Q4 2022 | $695,142 | +6.6% | 3,150 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $652,000 | -4.8% | 3,150 | 0.0% | 0.07% | -2.9% |
| Q2 2022 | $685,000 | +93.5% | 3,150 | +133.3% | 0.07% | +125.8% |
| Q1 2022 | $354,000 | +70.2% | 1,350 | +80.0% | 0.03% | +82.4% |
| Q4 2021 | $208,000 | – | 750 | – | 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% |