ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,601,424 | +150.5% | 14,696 | +140.6% | 0.03% | +17.4% |
Q1 2023 | $1,437,885 | +204.0% | 6,108 | +229.3% | 0.02% | +64.3% |
Q3 2021 | $473,000 | -0.4% | 1,855 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $475,000 | +8.4% | 1,855 | +0.5% | 0.01% | -6.7% |
Q1 2021 | $438,000 | +6.1% | 1,846 | 0.0% | 0.02% | -11.8% |
Q4 2020 | $413,000 | +330.2% | 1,846 | +233.8% | 0.02% | +30.8% |
Q3 2019 | $96,000 | +1.1% | 553 | 0.0% | 0.01% | +18.2% |
Q2 2019 | $95,000 | -22.1% | 553 | -24.6% | 0.01% | -31.2% |
Q1 2019 | $122,000 | +13.0% | 733 | 0.0% | 0.02% | -48.4% |
Q4 2018 | $108,000 | -14.3% | 733 | 0.0% | 0.03% | -20.5% |
Q3 2018 | $126,000 | +5.9% | 733 | 0.0% | 0.04% | -55.7% |
Q2 2018 | $119,000 | +4.4% | 733 | 0.0% | 0.09% | +37.5% |
Q1 2018 | $114,000 | -1.7% | 733 | 0.0% | 0.06% | 0.0% |
Q4 2017 | $116,000 | -95.6% | 733 | -95.8% | 0.06% | -97.3% |
Q3 2017 | $2,610,000 | -1.4% | 17,486 | -4.8% | 2.35% | +110.9% |
Q2 2017 | $2,647,000 | +2.9% | 18,377 | 0.0% | 1.12% | -21.3% |
Q1 2017 | $2,572,000 | +5.3% | 18,377 | 0.0% | 1.42% | -8.8% |
Q4 2016 | $2,443,000 | +3.7% | 18,377 | 0.0% | 1.55% | -35.9% |
Q3 2016 | $2,355,000 | -46.0% | 18,377 | -47.7% | 2.42% | -41.6% |
Q2 2016 | $4,361,000 | +95.1% | 35,167 | +90.2% | 4.15% | -8.5% |
Q1 2016 | $2,235,000 | – | 18,491 | – | 4.53% | – |
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% |