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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $2,929,065 | +8.1% | 11,510 | 0.0% | 0.70% | +1.0% |
| Q1 2023 | $2,709,569 | +1048.1% | 11,510 | +1178.9% | 0.69% | +1181.5% |
| Q1 2022 | $236,000 | +1.7% | 900 | -0.6% | 0.05% | +17.4% |
| Q2 2021 | $232,000 | -98.7% | 905 | -98.8% | 0.05% | -98.8% |
| Q1 2021 | $18,191,000 | +16.1% | 76,680 | +9.4% | 3.96% | +5.2% |
| Q4 2020 | $15,663,000 | +172.1% | 70,065 | +138.2% | 3.76% | +123.4% |
| Q3 2020 | $5,756,000 | +17.3% | 29,410 | +7.9% | 1.68% | +5.6% |
| Q2 2020 | $4,906,000 | +215.7% | 27,245 | +160.1% | 1.60% | +94.3% |
| Q1 2020 | $1,554,000 | +137.6% | 10,475 | +212.2% | 0.82% | +50.6% |
| Q4 2019 | $654,000 | -26.0% | 3,355 | -34.1% | 0.54% | +0.2% |
| Q3 2019 | $884,000 | +734.0% | 5,090 | +727.6% | 0.54% | +889.1% |
| Q2 2019 | $106,000 | – | 615 | – | 0.06% | – |
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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% |