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 | $22,452,299 | -5.9% | 91,619 | -2.3% | 6.08% | -3.5% |
| Q2 2023 | $23,857,398 | +9.2% | 93,749 | +1.0% | 6.30% | -0.4% |
| Q1 2023 | $21,848,484 | +2.8% | 92,810 | -3.6% | 6.33% | -3.3% |
| Q4 2022 | $21,247,070 | +3.1% | 96,280 | -3.3% | 6.54% | -7.1% |
| Q3 2022 | $20,608,000 | -5.5% | 99,540 | -0.8% | 7.04% | -2.9% |
| Q2 2022 | $21,811,000 | -18.6% | 100,334 | -1.7% | 7.25% | -2.7% |
| Q1 2022 | $26,779,000 | -8.4% | 102,069 | -3.1% | 7.45% | -1.0% |
| Q4 2021 | $29,226,000 | +6.7% | 105,322 | -2.0% | 7.53% | +0.2% |
| Q3 2021 | $27,393,000 | -0.5% | 107,488 | -0.1% | 7.51% | -3.6% |
| Q2 2021 | $27,540,000 | +8.3% | 107,617 | +0.4% | 7.79% | -0.5% |
| Q1 2021 | $25,432,000 | +0.1% | 107,205 | -5.7% | 7.82% | -3.4% |
| Q4 2020 | $25,402,000 | +12.6% | 113,633 | -1.4% | 8.10% | -2.2% |
| Q3 2020 | $22,557,000 | +4.1% | 115,258 | -4.3% | 8.28% | -7.8% |
| Q2 2020 | $21,677,000 | +18.0% | 120,392 | -2.8% | 8.97% | -5.1% |
| Q1 2020 | $18,368,000 | -17.6% | 123,836 | +4.7% | 9.46% | +11.5% |
| Q4 2019 | $22,295,000 | – | 118,284 | – | 8.48% | – |
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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% |