ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 639 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,113,463 | -54.5% | 6,847 | -62.5% | 0.00% | -100.0% |
| Q2 2023 | $4,649,095 | +400.9% | 18,269 | +363.3% | 0.00% | – |
| Q1 2023 | $928,222 | -88.4% | 3,943 | -89.1% | 0.00% | -100.0% |
| Q4 2022 | $7,976,037 | +10.9% | 36,143 | +9.2% | 0.00% | +33.3% |
| Q2 2022 | $7,192,000 | +275.6% | 33,085 | +353.2% | 0.00% | – |
| Q1 2022 | $1,915,000 | +257.9% | 7,300 | +247.6% | 0.00% | – |
| Q3 2021 | $535,000 | -40.1% | 2,100 | -47.4% | 0.00% | – |
| Q4 2020 | $893,000 | -91.4% | 3,994 | -94.3% | 0.00% | -100.0% |
| Q1 2020 | $10,362,000 | +57.2% | 69,856 | +82.7% | 0.01% | -16.7% |
| Q2 2019 | $6,591,000 | +13.8% | 38,238 | +10.1% | 0.01% | +33.3% |
| Q1 2019 | $5,791,000 | +97.7% | 34,740 | +104.4% | 0.01% | +50.0% |
| Q3 2018 | $2,929,000 | -81.5% | 16,998 | -82.5% | 0.01% | -84.2% |
| Q2 2018 | $15,802,000 | +6624.3% | 97,369 | +6391.3% | 0.04% | +3700.0% |
| Q1 2018 | $235,000 | -79.5% | 1,500 | -81.2% | 0.00% | -75.0% |
| Q2 2017 | $1,146,000 | -3.0% | 7,960 | -10.4% | 0.00% | -20.0% |
| Q4 2016 | $1,182,000 | +19.8% | 8,887 | +15.4% | 0.01% | 0.0% |
| Q3 2016 | $987,000 | -54.8% | 7,700 | -56.2% | 0.01% | -54.5% |
| Q2 2016 | $2,183,000 | -57.4% | 17,600 | -58.5% | 0.01% | -62.1% |
| Q1 2016 | $5,128,000 | -66.2% | 42,430 | -66.3% | 0.03% | -69.5% |
| Q4 2015 | $15,160,000 | +417.9% | 126,007 | +390.3% | 0.10% | +427.8% |
| Q3 2015 | $2,927,000 | -43.1% | 25,700 | -38.1% | 0.02% | -47.1% |
| Q2 2015 | $5,145,000 | +1283.1% | 41,499 | +1283.3% | 0.03% | +1033.3% |
| Q1 2015 | $372,000 | -81.6% | 3,000 | -81.8% | 0.00% | -81.2% |
| Q4 2014 | $2,018,000 | +161.7% | 16,500 | +150.0% | 0.02% | +100.0% |
| Q3 2014 | $771,000 | – | 6,600 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SCS Capital Management LLC | 3,828,709 | $659,686,000 | 22.50% |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 2,258,160 | $389,080,000 | 21.83% |
| Sigma Investment Management Co | 149,921 | $25,831,000 | 21.02% |
| TLWM | 200,384 | $34,530,000 | 20.10% |
| Evensky & Katz LLC | 643,806 | $110,927,000 | 16.41% |
| SENTINEL TRUST CO LBA | 402,440 | $69,341,000 | 15.04% |
| PITCAIRN CO | 840,945 | $144,895,000 | 15.02% |
| Compass Financial Group, Inc. | 76,883 | $13,247,000 | 14.48% |
| Tanglewood Wealth Management, Inc. | 265,355 | $45,721,000 | 12.92% |
| Wechter Feldman Wealth Management, Inc. | 115,377 | $19,879,000 | 12.15% |