ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2022 | $266,000 | -5.3% | 1,015 | +0.1% | 0.09% | -1.1% |
Q4 2021 | $281,000 | +8.9% | 1,014 | 0.0% | 0.09% | -1.1% |
Q3 2021 | $258,000 | -0.4% | 1,014 | 0.0% | 0.09% | -2.2% |
Q2 2021 | $259,000 | +7.5% | 1,014 | 0.0% | 0.09% | -7.2% |
Q1 2021 | $241,000 | +6.2% | 1,014 | 0.0% | 0.10% | -7.6% |
Q4 2020 | $227,000 | -24.6% | 1,014 | -34.2% | 0.10% | -34.0% |
Q3 2020 | $301,000 | -76.0% | 1,540 | -76.8% | 0.16% | -75.1% |
Q4 2019 | $1,253,000 | +8.5% | 6,649 | 0.0% | 0.64% | +1.9% |
Q3 2019 | $1,155,000 | -0.1% | 6,649 | 0.0% | 0.63% | +0.6% |
Q2 2019 | $1,156,000 | +91.1% | 6,649 | +83.2% | 0.62% | +81.1% |
Q1 2019 | $605,000 | +13.5% | 3,630 | 0.0% | 0.34% | +3.3% |
Q4 2018 | $533,000 | – | 3,630 | – | 0.33% | – |
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% |