ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $271,000 | -5.6% | 1,033 | 0.0% | 0.05% | -5.7% |
| Q4 2021 | $287,000 | +9.1% | 1,033 | 0.0% | 0.05% | -1.9% |
| Q3 2021 | $263,000 | -6.4% | 1,033 | -5.9% | 0.05% | -10.0% |
| Q2 2021 | $281,000 | +8.1% | 1,098 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $260,000 | +6.1% | 1,098 | 0.0% | 0.06% | -1.6% |
| Q4 2020 | $245,000 | +17.8% | 1,098 | -5.0% | 0.06% | -16.4% |
| Q2 2020 | $208,000 | -4.6% | 1,156 | 0.0% | 0.07% | -5.2% |
| Q4 2019 | $218,000 | -27.8% | 1,156 | -33.5% | 0.08% | -32.5% |
| Q3 2019 | $302,000 | +0.7% | 1,739 | 0.0% | 0.11% | -2.6% |
| Q2 2019 | $300,000 | +3.4% | 1,739 | 0.0% | 0.12% | 0.0% |
| Q1 2019 | $290,000 | +8.2% | 1,739 | -4.6% | 0.12% | +2.6% |
| Q4 2018 | $268,000 | -15.2% | 1,823 | -0.4% | 0.11% | -7.3% |
| Q3 2018 | $316,000 | +6.8% | 1,831 | +0.4% | 0.12% | +7.0% |
| Q2 2018 | $296,000 | -4.5% | 1,823 | -10.1% | 0.12% | -12.2% |
| Q1 2018 | $310,000 | -62.7% | 2,028 | -60.4% | 0.13% | -28.4% |
| Q4 2017 | $832,000 | +179.2% | 5,118 | +158.7% | 0.18% | +19.6% |
| Q3 2017 | $298,000 | +6.8% | 1,978 | +98800.0% | 0.15% | -2.5% |
| Q2 2017 | $279,000 | +1.8% | 2 | -99.9% | 0.16% | -8.7% |
| Q1 2017 | $274,000 | – | 1,974 | – | 0.17% | – |
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% |