ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 582 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 1.09 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $906,716 | -4.9% | 3,700 | -1.3% | 0.13% | +3.3% |
Q2 2023 | $953,785 | +3.9% | 3,748 | -3.9% | 0.12% | -2.4% |
Q1 2023 | $918,135 | +20.2% | 3,900 | +12.7% | 0.12% | +11.6% |
Q4 2022 | $763,768 | +13.0% | 3,461 | +6.1% | 0.11% | +13.1% |
Q3 2022 | $676,000 | -8.3% | 3,263 | -3.8% | 0.10% | +2.1% |
Q2 2022 | $737,000 | -17.1% | 3,391 | +0.0% | 0.10% | +6.6% |
Q1 2022 | $889,000 | -0.3% | 3,390 | +5.5% | 0.09% | +5.8% |
Q4 2021 | $892,000 | +4.2% | 3,214 | -4.3% | 0.09% | -7.5% |
Q3 2021 | $856,000 | -4.3% | 3,358 | -3.8% | 0.09% | -8.8% |
Q2 2021 | $894,000 | +9.2% | 3,492 | +1.2% | 0.10% | -3.8% |
Q1 2021 | $819,000 | +9.5% | 3,451 | +3.2% | 0.11% | -1.9% |
Q4 2020 | $748,000 | +16.5% | 3,345 | +1.9% | 0.11% | -5.3% |
Q3 2020 | $642,000 | -57.5% | 3,282 | -60.9% | 0.11% | -61.2% |
Q2 2020 | $1,511,000 | -14.8% | 8,390 | -29.8% | 0.29% | -28.3% |
Q1 2020 | $1,774,000 | -33.4% | 11,959 | -15.4% | 0.41% | -13.9% |
Q4 2019 | $2,665,000 | +7.9% | 14,138 | -0.5% | 0.48% | -6.1% |
Q3 2019 | $2,469,000 | +1.1% | 14,209 | +0.3% | 0.51% | -9.1% |
Q2 2019 | $2,442,000 | +2.1% | 14,171 | -1.2% | 0.56% | -6.4% |
Q1 2019 | $2,392,000 | +415.5% | 14,348 | +354.6% | 0.60% | +338.2% |
Q4 2018 | $464,000 | -13.9% | 3,156 | +0.8% | 0.14% | -2.2% |
Q3 2018 | $539,000 | -15.4% | 3,131 | -20.3% | 0.14% | -21.9% |
Q2 2018 | $637,000 | -10.3% | 3,928 | -13.6% | 0.18% | 0.0% |
Q1 2018 | $710,000 | +8.1% | 4,545 | +9.4% | 0.18% | +7.2% |
Q4 2017 | $657,000 | +27.3% | 4,156 | +20.2% | 0.17% | -2.9% |
Q3 2017 | $516,000 | +29.6% | 3,458 | +25.2% | 0.17% | +35.7% |
Q2 2017 | $398,000 | +17.8% | 2,761 | +14.3% | 0.13% | -4.5% |
Q1 2017 | $338,000 | +5.6% | 2,416 | +0.4% | 0.13% | -13.2% |
Q4 2016 | $320,000 | +3.9% | 2,406 | 0.0% | 0.15% | +1.3% |
Q3 2016 | $308,000 | +4.8% | 2,406 | +1.6% | 0.15% | -3.8% |
Q2 2016 | $294,000 | +3.5% | 2,367 | +0.6% | 0.16% | -12.4% |
Q1 2016 | $284,000 | -0.4% | 2,354 | -0.8% | 0.18% | -5.3% |
Q4 2015 | $285,000 | – | 2,372 | – | 0.19% | – |
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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% |