ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 514 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.66 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,929,000 | -6.8% | 11,163 | -1.4% | 0.30% | -0.7% |
| Q4 2021 | $3,142,000 | +317.8% | 11,322 | +283.7% | 0.30% | +126.1% |
| Q3 2021 | $752,000 | -38.4% | 2,951 | -38.1% | 0.13% | -2.2% |
| Q2 2021 | $1,220,000 | +48.2% | 4,767 | +37.4% | 0.14% | +61.2% |
| Q1 2021 | $823,000 | -10.3% | 3,469 | -15.5% | 0.08% | -32.0% |
| Q4 2020 | $917,000 | +119.4% | 4,103 | +92.0% | 0.12% | +2.5% |
| Q3 2020 | $418,000 | -11.4% | 2,137 | -18.5% | 0.12% | -32.6% |
| Q2 2020 | $472,000 | +22.3% | 2,622 | +0.8% | 0.18% | -7.7% |
| Q1 2020 | $386,000 | +34.0% | 2,601 | +50.8% | 0.20% | -18.7% |
| Q1 2019 | $288,000 | +4.0% | 1,725 | -8.4% | 0.24% | -25.6% |
| Q4 2018 | $277,000 | -13.7% | 1,884 | +1.1% | 0.32% | +39.1% |
| Q3 2018 | $321,000 | -15.7% | 1,864 | -20.5% | 0.23% | -24.6% |
| Q2 2018 | $381,000 | +11.4% | 2,345 | +7.1% | 0.31% | +16.6% |
| Q1 2018 | $342,000 | -1.2% | 2,190 | 0.0% | 0.26% | -8.3% |
| Q4 2017 | $346,000 | – | 2,190 | – | 0.29% | – |
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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% |