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 | $586 | -3.8% | 2,392 | 0.0% | 0.08% | -25.4% |
| Q2 2023 | $609 | +8.2% | 2,392 | +0.0% | 0.11% | -2.6% |
| Q1 2023 | $563 | -99.7% | 2,391 | +203.0% | 0.12% | +154.3% |
| Q3 2021 | $201,000 | -0.5% | 789 | +0.1% | 0.05% | 0.0% |
| Q2 2021 | $202,000 | -19.8% | 788 | -43.6% | 0.05% | -17.9% |
| Q2 2020 | $252,000 | +14.5% | 1,398 | -5.6% | 0.06% | -11.1% |
| Q1 2020 | $220,000 | -43.4% | 1,481 | -28.3% | 0.06% | -29.2% |
| Q4 2019 | $389,000 | -3.7% | 2,065 | -11.3% | 0.09% | -24.6% |
| Q3 2019 | $404,000 | – | 2,327 | – | 0.12% | – |
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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% |