ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,067,726 | -3.7% | 4,357 | 0.0% | 0.18% | -26.4% |
| Q2 2023 | $1,108,769 | +8.1% | 4,357 | 0.0% | 0.24% | +1.3% |
| Q1 2023 | $1,025,681 | +6.7% | 4,357 | 0.0% | 0.24% | +4.0% |
| Q4 2022 | $961,503 | +6.6% | 4,357 | 0.0% | 0.23% | -11.0% |
| Q3 2022 | $902,000 | -4.8% | 4,357 | 0.0% | 0.26% | -3.8% |
| Q2 2022 | $947,000 | -17.1% | 4,357 | 0.0% | 0.26% | +1.1% |
| Q1 2022 | $1,143,000 | -5.5% | 4,357 | 0.0% | 0.26% | -20.8% |
| Q4 2021 | $1,209,000 | +8.9% | 4,357 | 0.0% | 0.33% | +0.9% |
| Q3 2021 | $1,110,000 | -0.4% | 4,357 | 0.0% | 0.33% | -2.1% |
| Q2 2021 | $1,115,000 | +5.7% | 4,357 | -2.0% | 0.34% | -3.7% |
| Q1 2021 | $1,055,000 | +6.1% | 4,446 | 0.0% | 0.35% | -0.6% |
| Q4 2020 | $994,000 | +14.3% | 4,446 | 0.0% | 0.35% | +0.9% |
| Q3 2020 | $870,000 | +10.8% | 4,446 | +2.0% | 0.35% | -16.0% |
| Q2 2020 | $785,000 | +21.5% | 4,357 | 0.0% | 0.41% | +5.6% |
| Q1 2020 | $646,000 | -21.3% | 4,357 | 0.0% | 0.39% | +4.5% |
| Q4 2019 | $821,000 | +4.9% | 4,357 | -3.3% | 0.37% | -3.6% |
| Q3 2019 | $783,000 | +4.3% | 4,504 | +3.4% | 0.39% | +0.8% |
| Q2 2019 | $751,000 | +3.4% | 4,357 | 0.0% | 0.38% | +9.1% |
| Q1 2019 | $726,000 | +30.6% | 4,357 | +15.1% | 0.35% | +4.1% |
| Q4 2018 | $556,000 | – | 3,787 | – | 0.34% | – |
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% |