ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,173,750 | -3.4% | 4,776 | 0.0% | 0.16% | -3.0% |
| Q2 2023 | $1,215,396 | +8.1% | 4,776 | 0.0% | 0.16% | -5.7% |
| Q1 2023 | $1,124,318 | +6.7% | 4,776 | 0.0% | 0.17% | +7.4% |
| Q4 2022 | $1,053,968 | +6.6% | 4,776 | 0.0% | 0.16% | -1.8% |
| Q3 2022 | $989,000 | -4.7% | 4,776 | 0.0% | 0.16% | +4.4% |
| Q2 2022 | $1,038,000 | -17.2% | 4,776 | 0.0% | 0.16% | -9.7% |
| Q1 2022 | $1,253,000 | -5.4% | 4,776 | 0.0% | 0.18% | -6.9% |
| Q4 2021 | $1,325,000 | +8.9% | 4,776 | 0.0% | 0.19% | -2.1% |
| Q3 2021 | $1,217,000 | -0.4% | 4,776 | 0.0% | 0.19% | -2.0% |
| Q2 2021 | $1,222,000 | +7.9% | 4,776 | 0.0% | 0.20% | +1.0% |
| Q1 2021 | $1,133,000 | +6.1% | 4,776 | 0.0% | 0.19% | -2.5% |
| Q4 2020 | $1,068,000 | +14.2% | 4,776 | 0.0% | 0.20% | -3.9% |
| Q3 2020 | $935,000 | +8.7% | 4,776 | 0.0% | 0.21% | +2.5% |
| Q2 2020 | $860,000 | +21.5% | 4,776 | 0.0% | 0.20% | +5.8% |
| Q1 2020 | $708,000 | -21.3% | 4,776 | 0.0% | 0.19% | +1.1% |
| Q4 2019 | $900,000 | +6.1% | 4,776 | 0.0% | 0.19% | +1.1% |
| Q3 2019 | $848,000 | +3.0% | 4,776 | 0.0% | 0.19% | -3.1% |
| Q2 2019 | $823,000 | +3.4% | 4,776 | 0.0% | 0.19% | -2.0% |
| Q1 2019 | $796,000 | +13.4% | 4,776 | 0.0% | 0.20% | -4.4% |
| Q4 2018 | $702,000 | – | 4,776 | – | 0.21% | – |
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% |