ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 640 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,078,264 | -3.7% | 4,400 | 0.0% | 0.25% | +4.7% |
Q2 2023 | $1,119,712 | +8.1% | 4,400 | 0.0% | 0.24% | +1.7% |
Q1 2023 | $1,035,804 | +6.7% | 4,400 | 0.0% | 0.23% | -1.7% |
Q4 2022 | $970,992 | +6.6% | 4,400 | 0.0% | 0.24% | -4.9% |
Q3 2022 | $911,000 | -4.8% | 4,400 | 0.0% | 0.25% | -5.0% |
Q2 2022 | $957,000 | -17.1% | 4,400 | 0.0% | 0.26% | -5.8% |
Q1 2022 | $1,154,000 | -5.5% | 4,400 | 0.0% | 0.28% | -9.2% |
Q4 2021 | $1,221,000 | +41.8% | 4,400 | 0.0% | 0.30% | -51.1% |
Q3 2021 | $861,000 | -23.5% | 4,400 | 0.0% | 0.62% | +94.4% |
Q2 2021 | $1,126,000 | +7.9% | 4,400 | 0.0% | 0.32% | -19.2% |
Q1 2021 | $1,044,000 | +6.1% | 4,400 | 0.0% | 0.40% | -34.4% |
Q4 2020 | $984,000 | +14.3% | 4,400 | 0.0% | 0.60% | -2.9% |
Q3 2020 | $861,000 | +8.7% | 4,400 | 0.0% | 0.62% | -4.5% |
Q2 2020 | $792,000 | -51.7% | 4,400 | -60.2% | 0.65% | -60.9% |
Q1 2020 | $1,640,000 | -11.7% | 11,055 | +12.2% | 1.66% | -2.7% |
Q4 2019 | $1,858,000 | – | 9,855 | – | 1.71% | – |
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% |