ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,955,914 | +24.0% | 7,981 | +28.8% | 0.04% | +25.0% |
| Q2 2023 | $1,577,361 | -22.9% | 6,198 | -33.1% | 0.03% | -33.3% |
| Q4 2022 | $2,045,262 | +5.4% | 9,268 | +3.9% | 0.04% | +2.4% |
| Q2 2022 | $1,940,000 | +84.4% | 8,923 | +122.6% | 0.04% | +127.8% |
| Q1 2022 | $1,052,000 | +1.7% | 4,009 | +7.6% | 0.02% | 0.0% |
| Q4 2021 | $1,034,000 | +372.1% | 3,726 | +195.9% | 0.02% | +125.0% |
| Q3 2019 | $219,000 | -87.4% | 1,259 | -89.4% | 0.01% | -89.6% |
| Q4 2018 | $1,739,000 | +347.0% | 11,838 | +376.4% | 0.08% | +305.3% |
| Q1 2018 | $389,000 | -76.7% | 2,485 | -82.5% | 0.02% | -88.6% |
| Q2 2014 | $1,668,000 | +14.0% | 14,164 | +8.7% | 0.17% | +11.4% |
| Q1 2014 | $1,463,000 | +37.2% | 13,026 | +35.3% | 0.15% | +40.6% |
| Q4 2013 | $1,066,000 | +42.1% | 9,631 | +29.8% | 0.11% | +35.9% |
| Q3 2013 | $750,000 | – | 7,419 | – | 0.08% | – |
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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% |