ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,767 | -3.7% | 1,077 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $273,908 | -13.1% | 1,077 | -19.6% | 0.04% | -17.4% |
| Q1 2023 | $315,293 | +5.9% | 1,340 | -0.7% | 0.05% | -2.1% |
| Q4 2022 | $297,773 | +7.1% | 1,350 | +0.7% | 0.05% | -6.0% |
| Q3 2022 | $278,000 | -4.5% | 1,341 | 0.0% | 0.05% | -2.0% |
| Q2 2022 | $291,000 | -64.0% | 1,341 | -60.8% | 0.05% | -66.7% |
| Q1 2022 | $809,000 | +85.6% | 3,417 | +117.4% | 0.15% | +131.8% |
| Q4 2021 | $436,000 | +9.0% | 1,572 | 0.0% | 0.07% | +1.5% |
| Q3 2021 | $400,000 | -7.0% | 1,572 | -6.0% | 0.06% | -9.7% |
| Q2 2021 | $430,000 | -47.6% | 1,672 | -51.1% | 0.07% | -53.2% |
| Q1 2021 | $820,000 | -26.1% | 3,417 | -31.0% | 0.15% | -33.9% |
| Q4 2020 | $1,109,000 | – | 4,953 | – | 0.23% | – |
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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% |