ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $102,190 | -3.7% | 417 | 0.0% | 0.06% | +9.3% |
Q2 2023 | $106,118 | -20.5% | 417 | -26.5% | 0.05% | -26.0% |
Q1 2023 | $133,477 | +106681.6% | 567 | 0.0% | 0.07% | +5.8% |
Q4 2022 | $125 | -99.9% | 567 | 0.0% | 0.07% | -2.8% |
Q3 2022 | $117,000 | -19.3% | 567 | -15.0% | 0.07% | -15.5% |
Q2 2022 | $145,000 | -36.7% | 667 | -23.5% | 0.08% | -27.0% |
Q1 2022 | $229,000 | -5.4% | 872 | 0.0% | 0.12% | -5.7% |
Q4 2021 | $242,000 | +9.0% | 872 | 0.0% | 0.12% | +0.8% |
Q3 2021 | $222,000 | -0.4% | 872 | 0.0% | 0.12% | +3.4% |
Q2 2021 | $223,000 | +7.7% | 872 | 0.0% | 0.12% | +2.6% |
Q1 2021 | $207,000 | +6.2% | 872 | 0.0% | 0.11% | -0.9% |
Q4 2020 | $195,000 | +14.0% | 872 | 0.0% | 0.12% | -0.9% |
Q3 2020 | $171,000 | +8.2% | 872 | -0.6% | 0.12% | -0.9% |
Q2 2020 | $158,000 | +21.5% | 877 | 0.0% | 0.12% | +0.9% |
Q1 2020 | $130,000 | -23.5% | 877 | -3.0% | 0.12% | -3.3% |
Q4 2019 | $170,000 | +8.3% | 904 | 0.0% | 0.12% | +0.8% |
Q3 2019 | $157,000 | -7.6% | 904 | -8.1% | 0.12% | -8.5% |
Q2 2019 | $170,000 | -15.8% | 984 | -18.9% | 0.13% | -17.7% |
Q1 2019 | $202,000 | +11.6% | 1,213 | -1.6% | 0.16% | +1.9% |
Q4 2018 | $181,000 | -15.0% | 1,233 | -0.4% | 0.16% | -9.9% |
Q3 2018 | $213,000 | +6.0% | 1,238 | 0.0% | 0.17% | +8.2% |
Q2 2018 | $201,000 | +3.6% | 1,238 | 0.0% | 0.16% | -0.6% |
Q1 2018 | $194,000 | -1.0% | 1,238 | -0.2% | 0.16% | +3.2% |
Q4 2017 | $196,000 | -5.3% | 1,240 | -10.8% | 0.16% | -8.3% |
Q3 2017 | $207,000 | +3.5% | 1,390 | 0.0% | 0.17% | 0.0% |
Q2 2017 | $200,000 | +3.1% | 1,390 | 0.0% | 0.17% | -0.6% |
Q1 2017 | $194,000 | +4.9% | 1,390 | 0.0% | 0.17% | +6.9% |
Q4 2016 | $185,000 | – | 1,390 | – | 0.16% | – |
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% |