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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $21,719 | +9.0% | 92,259 | +2.1% | 24.17% | +128.2% |
| Q4 2022 | $19,933 | -99.9% | 90,324 | +4.4% | 10.59% | -1.5% |
| Q3 2022 | $17,913,000 | +12.0% | 86,521 | +17.6% | 10.75% | +15.4% |
| Q2 2022 | $16,000,000 | -22.9% | 73,600 | -7.0% | 9.32% | -12.0% |
| Q1 2022 | $20,758,000 | -0.1% | 79,116 | +5.6% | 10.59% | -0.8% |
| Q4 2021 | $20,788,000 | +12.5% | 74,910 | +3.7% | 10.67% | -11.1% |
| Q2 2021 | $18,478,000 | +8.0% | 72,204 | +0.1% | 12.00% | +19.1% |
| Q1 2021 | $17,105,000 | +9.7% | 72,102 | +3.3% | 10.08% | +3.6% |
| Q4 2020 | $15,598,000 | +76.6% | 69,775 | +54.6% | 9.73% | +48.4% |
| Q3 2020 | $8,831,000 | +8.9% | 45,125 | +0.2% | 6.56% | +4.5% |
| Q2 2020 | $8,106,000 | +22.1% | 45,018 | +0.6% | 6.27% | +1.8% |
| Q1 2020 | $6,639,000 | -5.6% | 44,759 | +20.0% | 6.16% | -1.6% |
| Q4 2019 | $7,033,000 | – | 37,311 | – | 6.26% | – |
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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% |