ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 512 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 4.69 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $43,133,020 | +3.1% | 175,289 | +6.6% | 6.81% | +1.5% |
Q2 2023 | $41,830,711 | +11.1% | 164,377 | +2.8% | 6.70% | -32.8% |
Q1 2023 | $37,655,601 | +14.7% | 159,958 | +7.5% | 9.97% | -21.8% |
Q4 2022 | $32,843,652 | +7.9% | 148,829 | +1.3% | 12.74% | -7.9% |
Q3 2022 | $30,432,000 | +2.1% | 146,984 | +7.2% | 13.84% | +0.1% |
Q2 2022 | $29,798,000 | -18.9% | 137,074 | -2.2% | 13.83% | -3.0% |
Q1 2022 | $36,764,000 | +1.8% | 140,122 | +7.7% | 14.27% | -9.4% |
Q4 2021 | $36,115,000 | +19.9% | 130,144 | +10.1% | 15.74% | +3.1% |
Q3 2021 | $30,128,000 | -0.9% | 118,218 | -0.5% | 15.27% | -6.0% |
Q2 2021 | $30,408,000 | +14.7% | 118,822 | +6.3% | 16.24% | -8.3% |
Q1 2021 | $26,507,000 | +6.3% | 111,735 | +0.1% | 17.72% | -4.6% |
Q4 2020 | $24,944,000 | +19.5% | 111,582 | +4.6% | 18.59% | -1.8% |
Q3 2020 | $20,880,000 | +5.2% | 106,686 | -3.3% | 18.93% | -4.4% |
Q2 2020 | $19,855,000 | +22.6% | 110,273 | +1.0% | 19.79% | +55.4% |
Q1 2020 | $16,192,000 | +27.2% | 109,162 | +61.7% | 12.74% | +65.1% |
Q4 2019 | $12,725,000 | – | 67,509 | – | 7.72% | – |
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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% |