ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $135,338 | -3.3% | 550 | 0.0% | 0.01% | -7.7% |
| Q2 2023 | $139,964 | +8.1% | 550 | 0.0% | 0.01% | +8.3% |
| Q1 2023 | $129,476 | +6.7% | 550 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $121,374 | +6.5% | 550 | 0.0% | 0.01% | -7.7% |
| Q3 2022 | $114,000 | +1528.6% | 550 | +1000.0% | 0.01% | +1200.0% |
| Q2 2017 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% |
| Q4 2016 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | +100.0% |
| Q3 2016 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $6,000 | -96.2% | 50 | -96.1% | 0.00% | -97.6% |
| Q1 2016 | $156,000 | +2500.0% | 1,290 | +2480.0% | 0.04% | +1950.0% |
| Q4 2015 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | +100.0% |
| Q1 2015 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% |
| Q4 2014 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2013 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -33.3% |
| Q3 2013 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -25.0% |
| Q2 2013 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | +33.3% |
| Q1 2013 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -25.0% |
| Q4 2012 | $6,000 | – | 50 | – | 0.00% | – |
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% |