ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 634 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.45 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $744,247 | -11.6% | 3,037 | -8.2% | 0.07% | -8.1% |
Q2 2023 | $841,565 | -4.1% | 3,307 | -11.3% | 0.07% | -9.8% |
Q1 2023 | $877,608 | -12.3% | 3,728 | -17.8% | 0.08% | -18.0% |
Q4 2022 | $1,000,563 | -5.7% | 4,534 | -11.5% | 0.10% | -10.7% |
Q3 2022 | $1,061,000 | -15.9% | 5,126 | -11.6% | 0.11% | -13.2% |
Q2 2022 | $1,261,000 | -22.1% | 5,799 | -6.0% | 0.13% | -8.5% |
Q1 2022 | $1,619,000 | -6.0% | 6,170 | -0.6% | 0.14% | -12.4% |
Q4 2021 | $1,722,000 | +14.2% | 6,206 | +4.9% | 0.16% | +2.5% |
Q3 2021 | $1,508,000 | +20.5% | 5,917 | +21.1% | 0.16% | +17.2% |
Q2 2021 | $1,251,000 | – | 4,888 | – | 0.13% | – |
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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% |