ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 16 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $97 | +10.2% | 399 | +17.7% | 0.07% | +17.7% |
| Q2 2023 | $88 | -1.1% | 339 | -10.3% | 0.06% | -7.5% |
| Q1 2023 | $89 | +7.2% | 378 | 0.0% | 0.07% | +1.5% |
| Q4 2022 | $83 | -99.9% | 378 | +0.5% | 0.07% | +1.5% |
| Q3 2022 | $77,000 | -8.3% | 376 | 0.0% | 0.06% | 0.0% |
| Q2 2022 | $84,000 | -6.7% | 376 | +0.3% | 0.06% | 0.0% |
| Q1 2022 | $90,000 | -14.3% | 375 | -1.1% | 0.06% | -3.0% |
| Q4 2021 | $105,000 | +15.4% | 379 | +7.7% | 0.07% | +9.8% |
| Q3 2021 | $91,000 | -2.2% | 352 | -5.1% | 0.06% | -3.2% |
| Q2 2021 | $93,000 | -99.9% | 371 | +0.3% | 0.06% | -1.6% |
| Q1 2021 | $92,280,000 | +111080.7% | 370 | +1.4% | 0.06% | 0.0% |
| Q4 2020 | $83,000 | +9.2% | 365 | 0.0% | 0.06% | 0.0% |
| Q3 2020 | $76,000 | +11.8% | 365 | +0.3% | 0.06% | +4.9% |
| Q2 2020 | $68,000 | +13.3% | 364 | -15.0% | 0.06% | -10.3% |
| Q1 2020 | $60,000 | -28.6% | 428 | -4.0% | 0.07% | -6.8% |
| Q4 2019 | $84,000 | – | 446 | – | 0.07% | – |
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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% |