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 | ||||
---|---|---|---|---|---|---|
Q4 2022 | $656,523 | +6.6% | 2,975 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $616,000 | +79.1% | 2,975 | +88.1% | 0.00% | +50.0% |
Q2 2022 | $344,000 | -17.1% | 1,582 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $415,000 | -20.3% | 1,582 | -15.7% | 0.00% | 0.0% |
Q4 2021 | $521,000 | +12.3% | 1,877 | +3.2% | 0.00% | 0.0% |
Q3 2021 | $464,000 | +4.7% | 1,819 | +5.0% | 0.00% | 0.0% |
Q2 2021 | $443,000 | +6.5% | 1,732 | -1.1% | 0.00% | 0.0% |
Q1 2021 | $416,000 | +20.2% | 1,752 | +13.1% | 0.00% | 0.0% |
Q4 2020 | $346,000 | +29.1% | 1,549 | +13.1% | 0.00% | 0.0% |
Q3 2020 | $268,000 | +8.5% | 1,370 | 0.0% | 0.00% | 0.0% |
Q2 2020 | $247,000 | – | 1,370 | – | 0.00% | – |
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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% |