ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $222,760 | -3.4% | 909 | +0.3% | 0.09% | -7.1% |
| Q2 2023 | $230,559 | -43.4% | 906 | -50.9% | 0.10% | -51.5% |
| Q4 2022 | $407,600 | -88.1% | 1,847 | -88.9% | 0.20% | -88.9% |
| Q3 2022 | $3,432,000 | +32.0% | 16,578 | +38.6% | 1.83% | +30.6% |
| Q2 2022 | $2,600,000 | +852.4% | 11,958 | +1050.9% | 1.40% | +899.3% |
| Q1 2022 | $273,000 | +5.8% | 1,039 | +11.7% | 0.14% | +2.9% |
| Q4 2021 | $258,000 | +8.9% | 930 | 0.0% | 0.14% | -2.2% |
| Q3 2021 | $237,000 | -11.9% | 930 | -11.7% | 0.14% | -4.1% |
| Q2 2021 | $269,000 | -30.3% | 1,053 | -39.1% | 0.14% | -49.1% |
| Q4 2020 | $386,000 | -84.8% | 1,728 | -86.7% | 0.28% | -86.5% |
| Q3 2020 | $2,547,000 | +7.8% | 13,015 | -0.8% | 2.12% | +158.0% |
| Q2 2020 | $2,363,000 | +9.4% | 13,126 | -9.8% | 0.82% | -65.1% |
| Q1 2020 | $2,159,000 | – | 14,554 | – | 2.35% | – |
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% |