ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 584 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $393 | -99.9% | 1,780 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $368,000 | -4.4% | 1,776 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $385,000 | -17.0% | 1,772 | +0.2% | 0.01% | -7.1% |
| Q1 2022 | $464,000 | -9.0% | 1,769 | -3.6% | 0.01% | -6.7% |
| Q4 2021 | $510,000 | +8.7% | 1,836 | -0.2% | 0.02% | 0.0% |
| Q3 2021 | $469,000 | -0.4% | 1,839 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $471,000 | +0.4% | 1,839 | -6.9% | 0.02% | -11.8% |
| Q1 2021 | $469,000 | +6.3% | 1,975 | +0.1% | 0.02% | 0.0% |
| Q4 2020 | $441,000 | +14.2% | 1,974 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $386,000 | +8.7% | 1,974 | +0.1% | 0.02% | 0.0% |
| Q2 2020 | $355,000 | +21.2% | 1,973 | 0.0% | 0.02% | +6.2% |
| Q1 2020 | $293,000 | -23.5% | 1,973 | 0.0% | 0.02% | -11.1% |
| Q4 2019 | $383,000 | +12.3% | 1,973 | +0.5% | 0.02% | 0.0% |
| Q3 2019 | $341,000 | +1.5% | 1,963 | +0.7% | 0.02% | 0.0% |
| Q2 2019 | $336,000 | +3.7% | 1,949 | +0.4% | 0.02% | 0.0% |
| Q1 2019 | $324,000 | -5.0% | 1,942 | -16.3% | 0.02% | -18.2% |
| Q4 2018 | $341,000 | +1.8% | 2,320 | +19.5% | 0.02% | +10.0% |
| Q3 2018 | $335,000 | +5.0% | 1,942 | -1.2% | 0.02% | 0.0% |
| Q2 2018 | $319,000 | +4.2% | 1,966 | +0.5% | 0.02% | 0.0% |
| Q1 2018 | $306,000 | -0.6% | 1,957 | +0.6% | 0.02% | 0.0% |
| Q4 2017 | $308,000 | +6.9% | 1,945 | +0.8% | 0.02% | 0.0% |
| Q3 2017 | $288,000 | -16.8% | 1,929 | -19.7% | 0.02% | -23.1% |
| Q2 2017 | $346,000 | +3.6% | 2,403 | +0.5% | 0.03% | 0.0% |
| Q1 2017 | $334,000 | +5.4% | 2,390 | +0.4% | 0.03% | -3.7% |
| Q4 2016 | $317,000 | +5.0% | 2,381 | +1.0% | 0.03% | 0.0% |
| Q3 2016 | $302,000 | -5.6% | 2,357 | -10.1% | 0.03% | -15.6% |
| Q2 2016 | $320,000 | +14.3% | 2,621 | +12.9% | 0.03% | +10.3% |
| Q1 2016 | $280,000 | -38.3% | 2,321 | -38.5% | 0.03% | -42.0% |
| Q4 2015 | $454,000 | -72.6% | 3,775 | -74.0% | 0.05% | -73.4% |
| Q3 2015 | $1,657,000 | +527.7% | 14,543 | +582.8% | 0.19% | +548.3% |
| Q2 2015 | $264,000 | +2.3% | 2,130 | +2.4% | 0.03% | 0.0% |
| Q1 2015 | $258,000 | -91.8% | 2,080 | -91.9% | 0.03% | -92.4% |
| Q4 2014 | $3,151,000 | +1191.4% | 25,749 | +1130.8% | 0.38% | +1093.8% |
| Q3 2014 | $244,000 | – | 2,092 | – | 0.03% | – |
Download | ||||||
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% |