ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $105,866 | -3.7% | 432 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $109,935 | +8.1% | 432 | 0.0% | 0.04% | -2.7% |
| Q1 2023 | $101,697 | +13.7% | 432 | 0.0% | 0.04% | -11.9% |
| Q4 2022 | $89,441 | +0.5% | 432 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $89,000 | -6.3% | 432 | 0.0% | 0.04% | -17.6% |
| Q2 2022 | $95,000 | -15.9% | 432 | 0.0% | 0.05% | -8.9% |
| Q1 2022 | $113,000 | -5.8% | 432 | 0.0% | 0.06% | -6.7% |
| Q4 2021 | $120,000 | +9.1% | 432 | 0.0% | 0.06% | -3.2% |
| Q3 2021 | $110,000 | -1.8% | 432 | 0.0% | 0.06% | -1.6% |
| Q2 2021 | $112,000 | +173.2% | 432 | +148.3% | 0.06% | +133.3% |
| Q1 2021 | $41,000 | +5.1% | 174 | 0.0% | 0.03% | -6.9% |
| Q4 2020 | $39,000 | – | 174 | – | 0.03% | – |
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% |