ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 681 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.20 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $3,701,876 | -18.0% | 15,106 | -14.8% | 0.24% | -7.3% |
Q2 2023 | $4,514,475 | +8.1% | 17,740 | 0.0% | 0.26% | +0.8% |
Q1 2023 | $4,176,173 | +36.3% | 17,740 | +27.8% | 0.26% | +20.1% |
Q4 2022 | $3,063,480 | +5.0% | 13,882 | -1.5% | 0.21% | -10.8% |
Q3 2022 | $2,918,000 | -6.6% | 14,092 | -1.9% | 0.24% | -11.1% |
Q2 2022 | $3,123,000 | -17.2% | 14,366 | -0.1% | 0.27% | +4.2% |
Q1 2022 | $3,774,000 | -5.4% | 14,383 | 0.0% | 0.26% | -8.5% |
Q4 2021 | $3,991,000 | +8.8% | 14,383 | -0.1% | 0.28% | -3.1% |
Q3 2021 | $3,668,000 | -3.2% | 14,394 | -2.8% | 0.29% | -3.6% |
Q2 2021 | $3,790,000 | -1.4% | 14,811 | -8.6% | 0.30% | -5.9% |
Q1 2021 | $3,843,000 | +6.1% | 16,198 | +0.0% | 0.32% | +5.6% |
Q4 2020 | $3,621,000 | +14.2% | 16,197 | +0.0% | 0.30% | -3.8% |
Q3 2020 | $3,170,000 | +4.0% | 16,195 | -4.3% | 0.32% | -0.6% |
Q2 2020 | $3,048,000 | +16.5% | 16,929 | -4.1% | 0.32% | +2.2% |
Q1 2020 | $2,617,000 | -20.9% | 17,644 | +0.6% | 0.31% | -3.1% |
Q4 2019 | $3,307,000 | +9.8% | 17,547 | +1.3% | 0.32% | +5.6% |
Q3 2019 | $3,011,000 | -1.9% | 17,325 | -2.7% | 0.30% | +3.4% |
Q2 2019 | $3,068,000 | +3.3% | 17,799 | -0.1% | 0.30% | +1.0% |
Q1 2019 | $2,969,000 | +12.9% | 17,811 | -0.5% | 0.29% | +2.5% |
Q4 2018 | $2,630,000 | – | 17,904 | – | 0.28% | – |
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% |