ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 650 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 3.04 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,126,631 | -4.4% | 8,678 | -0.7% | 0.97% | -1.9% |
| Q2 2023 | $2,223,646 | +3.7% | 8,738 | -4.0% | 0.99% | -3.8% |
| Q1 2023 | $2,143,643 | +3.3% | 9,106 | -3.2% | 1.03% | -5.3% |
| Q4 2022 | $2,075,716 | -9.5% | 9,406 | -15.1% | 1.09% | -16.6% |
| Q3 2022 | $2,294,000 | -7.1% | 11,082 | -2.5% | 1.30% | -3.6% |
| Q2 2022 | $2,470,000 | -17.3% | 11,364 | -0.1% | 1.35% | -9.5% |
| Q1 2022 | $2,986,000 | -6.8% | 11,380 | -1.5% | 1.49% | -1.6% |
| Q4 2021 | $3,205,000 | +3.9% | 11,549 | -4.6% | 1.52% | -4.2% |
| Q3 2021 | $3,085,000 | -2.2% | 12,104 | -1.8% | 1.58% | -3.3% |
| Q2 2021 | $3,156,000 | +3.3% | 12,332 | -4.3% | 1.64% | -4.3% |
| Q1 2021 | $3,056,000 | +2.1% | 12,882 | -3.8% | 1.71% | -5.0% |
| Q4 2020 | $2,993,000 | +12.5% | 13,387 | -1.5% | 1.80% | -5.0% |
| Q3 2020 | $2,660,000 | +8.4% | 13,591 | -0.3% | 1.90% | -1.5% |
| Q2 2020 | $2,454,000 | +21.0% | 13,630 | -0.3% | 1.93% | -1.3% |
| Q1 2020 | $2,028,000 | -24.9% | 13,671 | -4.6% | 1.95% | -8.1% |
| Q4 2019 | $2,700,000 | +13.8% | 14,327 | +4.9% | 2.12% | +5.7% |
| Q3 2019 | $2,373,000 | -0.4% | 13,655 | -1.2% | 2.01% | -0.7% |
| Q2 2019 | $2,383,000 | -4.8% | 13,823 | -8.0% | 2.02% | -10.2% |
| Q1 2019 | $2,504,000 | +11.1% | 15,018 | -2.1% | 2.25% | -1.5% |
| Q4 2018 | $2,254,000 | -16.3% | 15,339 | -1.9% | 2.29% | -3.9% |
| Q3 2018 | $2,694,000 | +5.5% | 15,636 | -0.7% | 2.38% | -0.7% |
| Q2 2018 | $2,554,000 | -19.0% | 15,739 | -21.9% | 2.40% | -20.4% |
| Q1 2018 | $3,152,000 | -2.1% | 20,160 | -1.0% | 3.01% | -1.1% |
| Q4 2017 | $3,220,000 | – | 20,360 | – | 3.05% | – |
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% |