WILSHIRE 5000 INDEX FUND INST'L CLASS's ticker is and the CUSIP is 971897863. A total of 1 filers reported holding WILSHIRE 5000 INDEX FUND INST'L CLASS in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $922,000 | -5.8% | 32,937 | -1.0% | 0.26% | -5.4% |
Q4 2021 | $979,000 | +2.8% | 33,273 | +1.0% | 0.28% | -3.8% |
Q3 2021 | $952,000 | 0.0% | 32,937 | 0.0% | 0.29% | 0.0% |
Q2 2021 | $952,000 | +8.1% | 32,937 | 0.0% | 0.29% | -0.7% |
Q1 2021 | $881,000 | -3.0% | 32,937 | -8.8% | 0.29% | -17.3% |
Q4 2020 | $908,000 | +14.1% | 36,121 | +9.7% | 0.35% | +2.0% |
Q3 2020 | $796,000 | +8.9% | 32,937 | 0.0% | 0.35% | +2.1% |
Q2 2020 | $731,000 | +21.4% | 32,937 | 0.0% | 0.34% | +9.0% |
Q1 2020 | $602,000 | -24.4% | 32,937 | -5.1% | 0.31% | -9.3% |
Q4 2019 | $796,000 | +8.7% | 34,716 | +5.4% | 0.34% | +0.3% |
Q3 2019 | $732,000 | +1.4% | 32,937 | 0.0% | 0.34% | -0.3% |
Q2 2019 | $722,000 | +3.9% | 32,937 | 0.0% | 0.34% | -3.9% |
Q1 2019 | $695,000 | -0.4% | 32,937 | -1.7% | 0.36% | -7.5% |
Q4 2018 | $698,000 | -1.0% | 33,496 | +1.7% | 0.39% | +7.2% |
Q2 2018 | $705,000 | +3.5% | 32,937 | 0.0% | 0.36% | -2.7% |
Q1 2018 | $681,000 | -2.4% | 32,937 | -1.7% | 0.37% | -4.1% |
Q4 2017 | $698,000 | -0.9% | 33,496 | +1.7% | 0.39% | -11.9% |
Q3 2017 | $704,000 | +4.5% | 32,937 | 0.0% | 0.44% | +3.5% |
Q2 2017 | $674,000 | +2.9% | 32,937 | 0.0% | 0.42% | +1.9% |
Q1 2017 | $655,000 | +5.5% | 32,937 | 0.0% | 0.42% | -6.3% |
Q4 2016 | $621,000 | – | 32,937 | – | 0.44% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Holloway Wealth Management, LLC | 32,937 | $922,000 | 0.26% |