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 | $418,317 | -3.7% | 1,707 | 0.0% | 0.13% | -2.3% |
Q2 2023 | $434,397 | +8.1% | 1,707 | 0.0% | 0.13% | +4.8% |
Q1 2023 | $401,845 | +6.7% | 1,707 | 0.0% | 0.12% | -0.8% |
Q4 2022 | $376,701 | +6.7% | 1,707 | 0.0% | 0.13% | -11.3% |
Q3 2022 | $353,000 | -4.9% | 1,707 | 0.0% | 0.14% | +10.1% |
Q2 2022 | $371,000 | -17.2% | 1,707 | 0.0% | 0.13% | -3.7% |
Q1 2022 | $448,000 | +43.6% | 1,707 | +51.9% | 0.13% | +31.4% |
Q4 2021 | $312,000 | +6.1% | 1,124 | -2.6% | 0.10% | +8.5% |
Q3 2021 | $294,000 | -0.3% | 1,154 | 0.0% | 0.09% | -12.1% |
Q2 2021 | $295,000 | +7.7% | 1,154 | 0.0% | 0.11% | +5.9% |
Q1 2021 | $274,000 | +6.2% | 1,154 | 0.0% | 0.10% | +13.5% |
Q4 2020 | $258,000 | +9.8% | 1,154 | -3.8% | 0.09% | +1.1% |
Q3 2020 | $235,000 | +8.8% | 1,200 | 0.0% | 0.09% | 0.0% |
Q2 2020 | $216,000 | +21.3% | 1,200 | 0.0% | 0.09% | +10.0% |
Q1 2020 | $178,000 | -21.2% | 1,200 | 0.0% | 0.08% | -9.1% |
Q4 2019 | $226,000 | +8.1% | 1,200 | 0.0% | 0.09% | +2.3% |
Q3 2019 | $209,000 | +1.0% | 1,200 | 0.0% | 0.09% | -5.5% |
Q2 2019 | $207,000 | +3.5% | 1,200 | 0.0% | 0.09% | +1.1% |
Q1 2019 | $200,000 | +13.6% | 1,200 | 0.0% | 0.09% | +8.4% |
Q4 2018 | $176,000 | -15.0% | 1,200 | 0.0% | 0.08% | -11.7% |
Q3 2018 | $207,000 | +6.2% | 1,200 | 0.0% | 0.09% | +1.1% |
Q2 2018 | $195,000 | +3.7% | 1,200 | 0.0% | 0.09% | -3.1% |
Q1 2018 | $188,000 | -1.1% | 1,200 | 0.0% | 0.10% | -18.6% |
Q4 2017 | $190,000 | +6.1% | 1,200 | 0.0% | 0.12% | +0.9% |
Q3 2017 | $179,000 | +4.1% | 1,200 | 0.0% | 0.12% | -1.7% |
Q2 2017 | $172,000 | +2.4% | 1,200 | 0.0% | 0.12% | -1.7% |
Q1 2017 | $168,000 | +5.0% | 1,200 | 0.0% | 0.12% | -15.4% |
Q4 2016 | $160,000 | +4.6% | 1,200 | 0.0% | 0.14% | -12.3% |
Q3 2016 | $153,000 | +3.4% | 1,200 | 0.0% | 0.16% | -0.6% |
Q2 2016 | $148,000 | +2.1% | 1,200 | 0.0% | 0.16% | +24.2% |
Q1 2016 | $145,000 | -8.2% | 1,200 | -50.0% | 0.13% | +4.8% |
Q4 2015 | $158,000 | +16.2% | 2,400 | +100.0% | 0.13% | -25.4% |
Q3 2015 | $136,000 | -8.7% | 1,200 | 0.0% | 0.17% | +4.3% |
Q2 2015 | $149,000 | – | 1,200 | – | 0.16% | – |
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% |