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 | $1,127,325 | +42.0% | 4,600 | +47.5% | 0.05% | +29.3% |
Q2 2023 | $793,699 | +5.2% | 3,119 | -2.7% | 0.04% | -6.8% |
Q1 2023 | $754,400 | +6.3% | 3,205 | -0.4% | 0.04% | -8.3% |
Q4 2022 | $709,832 | +6.9% | 3,217 | +0.3% | 0.05% | -5.9% |
Q3 2022 | $664,000 | -4.6% | 3,207 | +0.2% | 0.05% | -3.8% |
Q2 2022 | $696,000 | -11.9% | 3,202 | +6.4% | 0.05% | -3.6% |
Q1 2022 | $790,000 | -4.9% | 3,010 | +0.5% | 0.06% | -6.8% |
Q4 2021 | $831,000 | +8.1% | 2,995 | -0.7% | 0.06% | +1.7% |
Q3 2021 | $769,000 | +280.7% | 3,017 | +157.6% | 0.06% | +38.1% |
Q3 2018 | $202,000 | – | 1,171 | – | 0.04% | – |
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% |