ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 751 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $10,926,000 | -2.1% | 88,125 | -2.2% | 2.80% | +3.3% |
| Q1 2015 | $11,157,000 | -1.0% | 90,085 | -2.3% | 2.71% | -1.7% |
| Q4 2014 | $11,275,000 | +15.0% | 92,198 | +9.8% | 2.75% | +12.6% |
| Q3 2014 | $9,803,000 | -7.6% | 83,943 | -6.9% | 2.44% | -4.1% |
| Q2 2014 | $10,614,000 | +1.7% | 90,150 | -3.0% | 2.55% | +5.0% |
| Q1 2014 | $10,435,000 | -4.5% | 92,911 | -5.9% | 2.43% | -3.3% |
| Q4 2013 | $10,927,000 | +11.3% | 98,756 | +1.7% | 2.51% | +3.7% |
| Q3 2013 | $9,819,000 | +2.1% | 97,084 | -2.7% | 2.42% | -4.0% |
| Q2 2013 | $9,614,000 | – | 99,729 | – | 2.52% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SCS Capital Management LLC | 3,828,709 | $659,686,000 | 22.50% |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 2,258,160 | $389,080,000 | 21.83% |
| Sigma Investment Management Co | 149,921 | $25,831,000 | 21.02% |
| TLWM | 200,384 | $34,530,000 | 20.10% |
| Evensky & Katz LLC | 643,806 | $110,927,000 | 16.41% |
| SENTINEL TRUST CO LBA | 402,440 | $69,341,000 | 15.04% |
| PITCAIRN CO | 840,945 | $144,895,000 | 15.02% |
| Compass Financial Group, Inc. | 76,883 | $13,247,000 | 14.48% |
| Tanglewood Wealth Management, Inc. | 265,355 | $45,721,000 | 12.92% |
| Wechter Feldman Wealth Management, Inc. | 115,377 | $19,879,000 | 12.15% |