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 | $4,560,596 | -3.3% | 18,534 | -0.0% | 0.75% | -1.1% |
Q2 2023 | $4,718,529 | +7.4% | 18,541 | -0.7% | 0.76% | -2.4% |
Q1 2023 | $4,395,449 | +6.9% | 18,671 | +0.3% | 0.78% | -0.4% |
Q4 2022 | $4,109,911 | +8.3% | 18,624 | +1.6% | 0.78% | -4.2% |
Q3 2022 | $3,795,000 | -5.4% | 18,331 | -0.7% | 0.81% | -13.7% |
Q2 2022 | $4,012,000 | -17.3% | 18,453 | -0.1% | 0.94% | -6.8% |
Q1 2022 | $4,849,000 | -4.8% | 18,480 | +0.6% | 1.01% | -1.2% |
Q4 2021 | $5,095,000 | +9.8% | 18,361 | +0.9% | 1.02% | -1.0% |
Q3 2021 | $4,639,000 | -1.1% | 18,204 | -0.6% | 1.03% | -2.1% |
Q2 2021 | $4,689,000 | +7.3% | 18,323 | -0.6% | 1.06% | -2.1% |
Q1 2021 | $4,372,000 | +3.4% | 18,427 | -2.6% | 1.08% | -2.5% |
Q4 2020 | $4,228,000 | +9.0% | 18,912 | -3.7% | 1.11% | -7.0% |
Q3 2020 | $3,880,000 | -3.7% | 19,642 | -11.8% | 1.19% | -16.4% |
Q2 2020 | $4,031,000 | +19.3% | 22,275 | -2.2% | 1.42% | +5.3% |
Q1 2020 | $3,380,000 | -37.8% | 22,784 | -21.0% | 1.35% | -31.0% |
Q4 2019 | $5,437,000 | +13.9% | 28,847 | +5.0% | 1.96% | +3.7% |
Q3 2019 | $4,775,000 | +2.3% | 27,481 | +1.5% | 1.89% | -3.2% |
Q2 2019 | $4,666,000 | +4.1% | 27,069 | +1.5% | 1.95% | -1.0% |
Q1 2019 | $4,482,000 | +20.5% | 26,674 | +5.4% | 1.97% | +4.3% |
Q4 2018 | $3,719,000 | +264.6% | 25,311 | +327.6% | 1.89% | +229.4% |
Q3 2018 | $1,020,000 | +14.1% | 5,920 | +7.5% | 0.57% | -2.0% |
Q2 2018 | $894,000 | +11.3% | 5,508 | +7.2% | 0.59% | +3.7% |
Q1 2018 | $803,000 | -10.8% | 5,139 | -7.4% | 0.56% | -11.6% |
Q4 2017 | $900,000 | – | 5,552 | – | 0.64% | – |
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% |