ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $685 | +4.6% | 2,795 | +8.7% | 0.00% | 0.0% |
| Q2 2023 | $655 | +3.5% | 2,572 | -4.3% | 0.00% | 0.0% |
| Q1 2023 | $633 | +7.1% | 2,687 | +0.3% | 0.00% | 0.0% |
| Q4 2022 | $591 | -99.9% | 2,679 | +25.7% | 0.00% | 0.0% |
| Q3 2022 | $463,000 | 0.0% | 2,132 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $463,000 | -11.6% | 2,132 | +6.7% | 0.00% | 0.0% |
| Q1 2022 | $524,000 | +44.4% | 1,999 | +52.8% | 0.00% | +100.0% |
| Q4 2021 | $363,000 | +53.8% | 1,308 | +41.3% | 0.00% | 0.0% |
| Q3 2021 | $236,000 | – | 926 | – | 0.00% | – |
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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% |