ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 457 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $148,261 | -3.7% | 605 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $153,960 | -5.8% | 605 | -12.8% | 0.02% | -18.2% |
Q1 2023 | $163,375 | +6.7% | 694 | 0.0% | 0.02% | 0.0% |
Q4 2022 | $153,152 | +7.9% | 694 | +1.5% | 0.02% | -8.3% |
Q3 2022 | $142,000 | -36.0% | 684 | -32.9% | 0.02% | -35.1% |
Q2 2022 | $222,000 | -15.3% | 1,019 | +2.2% | 0.04% | -24.5% |
Q1 2022 | $262,000 | -8.4% | 997 | -3.1% | 0.05% | +4.3% |
Q4 2021 | $286,000 | +9.2% | 1,029 | 0.0% | 0.05% | -19.0% |
Q3 2021 | $262,000 | +187.9% | 1,029 | +188.2% | 0.06% | +163.6% |
Q2 2021 | $91,000 | +7.1% | 357 | 0.0% | 0.02% | -4.3% |
Q1 2021 | $85,000 | -24.1% | 357 | -28.7% | 0.02% | -34.3% |
Q4 2020 | $112,000 | +14.3% | 501 | 0.0% | 0.04% | +2.9% |
Q3 2020 | $98,000 | +4.3% | 501 | -4.0% | 0.03% | -10.5% |
Q2 2020 | $94,000 | -1.1% | 522 | -18.7% | 0.04% | -11.6% |
Q1 2020 | $95,000 | -24.0% | 642 | -3.0% | 0.04% | -2.3% |
Q4 2019 | $125,000 | +8.7% | 662 | 0.0% | 0.04% | +33.3% |
Q3 2019 | $115,000 | -5.0% | 662 | -5.7% | 0.03% | -10.8% |
Q2 2019 | $121,000 | +3.4% | 702 | 0.0% | 0.04% | +2.8% |
Q1 2019 | $117,000 | -91.7% | 702 | -92.7% | 0.04% | -92.7% |
Q4 2018 | $1,412,000 | +1029.6% | 9,613 | +1220.5% | 0.49% | +1097.6% |
Q3 2018 | $125,000 | +12400.0% | 728 | +7180.0% | 0.04% | +4000.0% |
Q3 2016 | $1,000 | -92.3% | 10 | -90.9% | 0.00% | -91.7% |
Q2 2014 | $13,000 | – | 110 | – | 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% |