ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $225,210 | -3.7% | 919 | 0.0% | 0.02% | 0.0% |
Q2 2023 | $233,867 | +8.1% | 919 | 0.0% | 0.02% | 0.0% |
Q1 2023 | $216,342 | +106472.4% | 919 | 0.0% | 0.02% | -4.3% |
Q4 2022 | $203 | -99.9% | 919 | 0.0% | 0.02% | 0.0% |
Q1 2022 | $241,000 | -5.5% | 919 | 0.0% | 0.02% | -4.2% |
Q4 2021 | $255,000 | +9.0% | 919 | 0.0% | 0.02% | 0.0% |
Q3 2021 | $234,000 | -0.4% | 919 | 0.0% | 0.02% | -4.0% |
Q2 2021 | $235,000 | -18.4% | 919 | -28.8% | 0.02% | -34.2% |
Q4 2020 | $288,000 | +14.3% | 1,290 | 0.0% | 0.04% | 0.0% |
Q3 2020 | $252,000 | +8.6% | 1,290 | 0.0% | 0.04% | +5.6% |
Q2 2020 | $232,000 | -48.2% | 1,290 | -50.0% | 0.04% | -2.7% |
Q1 2020 | $448,000 | +84.4% | 2,580 | +100.0% | 0.04% | -2.6% |
Q4 2019 | $243,000 | +8.5% | 1,290 | 0.0% | 0.04% | +2.7% |
Q3 2019 | $224,000 | +0.9% | 1,290 | 0.0% | 0.04% | -2.6% |
Q2 2019 | $222,000 | +3.3% | 1,290 | 0.0% | 0.04% | -5.0% |
Q1 2019 | $215,000 | -3.2% | 1,290 | 0.0% | 0.04% | +11.1% |
Q3 2018 | $222,000 | +6.2% | 1,290 | 0.0% | 0.04% | 0.0% |
Q2 2018 | $209,000 | +3.5% | 1,290 | 0.0% | 0.04% | 0.0% |
Q1 2018 | $202,000 | -1.0% | 1,290 | 0.0% | 0.04% | -5.3% |
Q4 2017 | $204,000 | +27.5% | 1,290 | 0.0% | 0.04% | -30.9% |
Q1 2015 | $160,000 | – | 1,290 | – | 0.06% | – |
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% |