ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,623 | -5.1% | 6,378 | -12.2% | 0.07% | +2.9% |
| Q1 2023 | $1,710 | -86.4% | 7,264 | -87.3% | 0.07% | -89.1% |
| Q4 2022 | $12,611 | -99.6% | 57,145 | +418.2% | 0.64% | +535.0% |
| Q1 2022 | $2,893,000 | -13.4% | 11,027 | -15.9% | 0.10% | -25.4% |
| Q3 2021 | $3,340,000 | +87.4% | 13,104 | +32.4% | 0.13% | -5.0% |
| Q2 2020 | $1,782,000 | +56.2% | 9,899 | +50.7% | 0.14% | +76.2% |
| Q3 2019 | $1,141,000 | – | 6,569 | – | 0.08% | – |
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% |