ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,420,483 | +535.3% | 22,119 | +559.7% | 0.14% | +19.5% |
| Q2 2023 | $853,272 | +8.1% | 3,353 | 0.0% | 0.11% | -0.9% |
| Q1 2023 | $789,330 | +6.7% | 3,353 | 0.0% | 0.11% | 0.0% |
| Q4 2022 | $739,940 | +6.6% | 3,353 | 0.0% | 0.11% | 0.0% |
| Q3 2022 | $694,000 | -4.8% | 3,353 | 0.0% | 0.11% | -1.7% |
| Q2 2022 | $729,000 | -17.2% | 3,353 | 0.0% | 0.12% | +0.9% |
| Q1 2022 | $880,000 | -10.4% | 3,353 | -5.2% | 0.12% | -10.2% |
| Q4 2021 | $982,000 | +8.9% | 3,538 | 0.0% | 0.13% | -1.5% |
| Q3 2021 | $902,000 | -0.3% | 3,538 | 0.0% | 0.13% | 0.0% |
| Q2 2021 | $905,000 | +4.1% | 3,538 | -3.4% | 0.13% | -6.5% |
| Q1 2021 | $869,000 | +6.1% | 3,663 | 0.0% | 0.14% | +18.8% |
| Q4 2020 | $819,000 | +14.2% | 3,663 | 0.0% | 0.12% | -0.8% |
| Q3 2020 | $717,000 | +8.6% | 3,663 | 0.0% | 0.12% | +1.7% |
| Q2 2020 | $660,000 | +21.5% | 3,663 | 0.0% | 0.12% | +9.4% |
| Q1 2020 | $543,000 | -6.2% | 3,663 | +19.3% | 0.11% | +6.0% |
| Q4 2019 | $579,000 | – | 3,071 | – | 0.10% | – |
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% |