ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $647,448 | +100.2% | 2,642 | +107.9% | 0.04% | +48.1% |
| Q2 2023 | $323,444 | +8.1% | 1,271 | 0.0% | 0.03% | +3.8% |
| Q1 2023 | $299,206 | +6.7% | 1,271 | 0.0% | 0.03% | -3.7% |
| Q4 2022 | $280,484 | +6.2% | 1,271 | -0.3% | 0.03% | -3.6% |
| Q3 2022 | $264,000 | -4.7% | 1,275 | 0.0% | 0.03% | +21.7% |
| Q2 2022 | $277,000 | -16.3% | 1,275 | +1.0% | 0.02% | -36.1% |
| Q1 2022 | $331,000 | -5.4% | 1,262 | 0.0% | 0.04% | -2.7% |
| Q4 2021 | $350,000 | +8.7% | 1,262 | 0.0% | 0.04% | -7.5% |
| Q3 2021 | $322,000 | -0.3% | 1,262 | 0.0% | 0.04% | -2.4% |
| Q2 2021 | $323,000 | +8.0% | 1,262 | 0.0% | 0.04% | -6.8% |
| Q1 2021 | $299,000 | +6.0% | 1,262 | 0.0% | 0.04% | -2.2% |
| Q4 2020 | $282,000 | +14.6% | 1,262 | 0.0% | 0.04% | -25.0% |
| Q3 2020 | $246,000 | +8.4% | 1,262 | 0.0% | 0.06% | -21.1% |
| Q2 2020 | $227,000 | -4.2% | 1,262 | 0.0% | 0.08% | -33.3% |
| Q4 2019 | $237,000 | +8.2% | 1,262 | 0.0% | 0.11% | +10.7% |
| Q3 2019 | $219,000 | -89.9% | 1,262 | 0.0% | 0.10% | +17.0% |
| Q2 2019 | $2,175,000 | +935.7% | 1,262 | 0.0% | 0.09% | -8.3% |
| Q1 2019 | $210,000 | +1.4% | 1,262 | -0.9% | 0.10% | -1.0% |
| Q2 2018 | $207,000 | +2.5% | 1,274 | 0.0% | 0.10% | -21.8% |
| Q4 2017 | $202,000 | – | 1,274 | – | 0.12% | – |
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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% |