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 | $19,016 | -6.3% | 77,598 | -2.7% | 2.32% | +26.6% |
Q2 2023 | $20,301 | +11.1% | 79,775 | +2.7% | 1.83% | -20.2% |
Q1 2023 | $18,279 | +8.6% | 77,645 | +1.8% | 2.29% | -2.3% |
Q4 2022 | $16,835 | -99.9% | 76,286 | +1.9% | 2.34% | +4.6% |
Q3 2022 | $15,497,000 | -6.4% | 74,850 | -1.7% | 2.24% | -3.4% |
Q2 2022 | $16,554,000 | -15.9% | 76,149 | +1.4% | 2.32% | -3.3% |
Q1 2022 | $19,695,000 | -5.0% | 75,068 | +0.5% | 2.40% | +1.1% |
Q4 2021 | $20,736,000 | +11.5% | 74,724 | +2.4% | 2.37% | -4.8% |
Q3 2021 | $18,594,000 | -0.2% | 72,959 | +0.2% | 2.49% | -1.3% |
Q2 2021 | $18,639,000 | +9.6% | 72,835 | +1.6% | 2.52% | +8.2% |
Q1 2021 | $16,999,000 | +9.8% | 71,656 | +3.4% | 2.33% | +3.2% |
Q4 2020 | $15,485,000 | +18.4% | 69,270 | +3.6% | 2.26% | +5.6% |
Q3 2020 | $13,084,000 | +12.7% | 66,853 | +3.6% | 2.14% | +5.8% |
Q2 2020 | $11,614,000 | +63.1% | 64,499 | +34.3% | 2.02% | +30.2% |
Q1 2020 | $7,122,000 | -16.4% | 48,016 | +6.2% | 1.55% | -9.2% |
Q4 2019 | $8,522,000 | +14.5% | 45,212 | +5.6% | 1.71% | +3.6% |
Q3 2019 | $7,440,000 | +7.9% | 42,813 | +7.0% | 1.65% | -0.1% |
Q2 2019 | $6,894,000 | +14.3% | 39,999 | +10.6% | 1.66% | +3.2% |
Q1 2019 | $6,030,000 | +20.5% | 36,175 | +6.2% | 1.60% | +3.8% |
Q4 2018 | $5,005,000 | – | 34,069 | – | 1.54% | – |
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% |