ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $655,291 | -3.7% | 2,674 | 0.0% | 0.32% | +0.6% |
Q2 2023 | $680,480 | +8.1% | 2,674 | 0.0% | 0.31% | +5.0% |
Q1 2023 | $629,487 | +6.7% | 2,674 | 0.0% | 0.30% | +1.7% |
Q4 2022 | $590,098 | +6.5% | 2,674 | 0.0% | 0.29% | +7.7% |
Q3 2022 | $554,000 | -4.6% | 2,674 | 0.0% | 0.27% | -2.5% |
Q2 2022 | $581,000 | -17.2% | 2,674 | 0.0% | 0.28% | -1.4% |
Q1 2022 | $702,000 | -5.4% | 2,674 | 0.0% | 0.28% | +18.9% |
Q4 2021 | $742,000 | +9.0% | 2,674 | 0.0% | 0.24% | +2.1% |
Q3 2021 | $681,000 | -0.4% | 2,674 | 0.0% | 0.23% | +4.0% |
Q2 2021 | $684,000 | +7.9% | 2,674 | 0.0% | 0.22% | -6.3% |
Q1 2021 | $634,000 | +6.0% | 2,674 | 0.0% | 0.24% | -22.4% |
Q4 2020 | $598,000 | +14.3% | 2,674 | 0.0% | 0.31% | +5.1% |
Q3 2020 | $523,000 | +8.7% | 2,674 | 0.0% | 0.29% | -3.3% |
Q2 2020 | $481,000 | +21.2% | 2,674 | 0.0% | 0.30% | +2.0% |
Q1 2020 | $397,000 | -21.2% | 2,674 | 0.0% | 0.30% | -27.0% |
Q4 2019 | $504,000 | +8.4% | 2,674 | 0.0% | 0.41% | +15.6% |
Q3 2019 | $465,000 | -8.8% | 2,674 | -9.6% | 0.35% | -10.9% |
Q2 2019 | $510,000 | +3.4% | 2,957 | 0.0% | 0.40% | -1.0% |
Q1 2019 | $493,000 | +13.6% | 2,957 | 0.0% | 0.40% | -18.7% |
Q4 2018 | $434,000 | – | 2,957 | – | 0.49% | – |
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% |