Diversified Trust Co - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.

Quarter-by-quarter ownership
Diversified Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$374,607
+11.6%
1,368
-0.1%
0.01%0.0%
Q3 2023$335,692
+49.4%
1,369
+55.2%
0.01%
+62.5%
Q2 2023$224,665
+8.5%
882
+0.3%
0.01%0.0%
Q1 2023$207,008
-10.0%
879
+0.5%
0.01%0.0%
Q1 2022$230,0008750.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
SCS Capital Management LLC 4,244,814$623,648,00024.43%
SENTINEL TRUST CO LBA 536,827$78,871,00024.34%
STRATEGIC INVESTMENT MANAGEMENT, LLC 3,280,620$481,988,00021.58%
TLWM 208,785$31,760,00019.24%
Sigma Investment Management Co 154,223$22,658,00018.09%
Wechter Feldman Wealth Management, Inc. 113,961$16,743,00016.11%
Evensky & Katz LLC 637,006$93,589,00015.57%
PITCAIRN CO 844,745$124,110,00013.75%
Compass Financial Group, Inc. 76,562$11,248,00012.98%
DERBY & COMPANY, INC 121,175$17,803,00011.21%
View complete list of ISHARES TR shareholders