ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 666 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.25 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $992,390 | +2.8% | 4,050 | +6.7% | 0.02% | +5.9% |
| Q2 2023 | $965,447 | +121035.1% | 3,794 | +12.1% | 0.02% | +6.2% |
| Q1 2023 | $797 | -61.8% | 3,384 | -64.2% | 0.02% | -71.9% |
| Q4 2022 | $2,088 | -99.9% | 9,463 | -4.7% | 0.06% | -13.6% |
| Q3 2022 | $2,056,000 | +24.4% | 9,933 | +30.6% | 0.07% | +29.4% |
| Q2 2022 | $1,653,000 | +290.8% | 7,604 | +371.4% | 0.05% | +292.3% |
| Q1 2022 | $423,000 | +42.4% | 1,613 | +50.6% | 0.01% | +44.4% |
| Q4 2021 | $297,000 | -8.6% | 1,071 | -16.0% | 0.01% | -18.2% |
| Q3 2021 | $325,000 | +47.1% | 1,275 | +47.7% | 0.01% | +37.5% |
| Q2 2021 | $221,000 | +7.8% | 863 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $205,000 | -45.9% | 863 | -49.1% | 0.01% | -55.6% |
| Q4 2020 | $379,000 | +13.8% | 1,695 | -0.3% | 0.02% | -14.3% |
| Q3 2020 | $333,000 | +9.2% | 1,700 | +0.4% | 0.02% | -4.5% |
| Q2 2020 | $305,000 | -10.3% | 1,694 | -26.2% | 0.02% | -29.0% |
| Q1 2020 | $340,000 | – | 2,295 | – | 0.03% | – |
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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% |