ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 457 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.22 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $27,904,000 | -48.1% | 134,777 | -30.4% | 5.24% | -22.2% |
| Q4 2021 | $53,747,000 | +18891.9% | 193,683 | +12236.5% | 6.74% | +8539.7% |
| Q2 2020 | $283,000 | -94.5% | 1,570 | -95.5% | 0.08% | -95.4% |
| Q1 2020 | $5,178,000 | -17.5% | 34,911 | +4.9% | 1.70% | +2.8% |
| Q4 2019 | $6,274,000 | +9.3% | 33,285 | +0.7% | 1.65% | -1.1% |
| Q3 2019 | $5,741,000 | +71.1% | 33,040 | +69.7% | 1.67% | +57.1% |
| Q2 2019 | $3,355,000 | -12.9% | 19,465 | -29.3% | 1.06% | +3992.3% |
| Q1 2017 | $3,850,000 | – | 27,522 | – | 0.03% | – |
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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% |