ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 751 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $842,360 | +2.9% | 2,729 | 0.0% | 0.15% | -4.4% |
| Q1 2024 | $818,918 | +9.6% | 2,729 | 0.0% | 0.16% | -4.2% |
| Q4 2023 | $747,036 | +11.7% | 2,729 | 0.0% | 0.17% | -9.2% |
| Q3 2023 | $668,769 | -3.7% | 2,729 | 0.0% | 0.18% | -3.7% |
| Q2 2023 | $694,476 | +8.1% | 2,729 | 0.0% | 0.19% | -3.5% |
| Q1 2023 | $642,434 | +6.7% | 2,729 | 0.0% | 0.20% | -6.6% |
| Q4 2022 | $602,236 | +6.6% | 2,729 | 0.0% | 0.21% | -6.6% |
| Q3 2022 | $565,000 | – | 2,729 | – | 0.23% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SCS Capital Management LLC | 3,828,709 | $659,686,000 | 22.50% |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 2,258,160 | $389,080,000 | 21.83% |
| Sigma Investment Management Co | 149,921 | $25,831,000 | 21.02% |
| TLWM | 200,384 | $34,530,000 | 20.10% |
| Evensky & Katz LLC | 643,806 | $110,927,000 | 16.41% |
| SENTINEL TRUST CO LBA | 402,440 | $69,341,000 | 15.04% |
| PITCAIRN CO | 840,945 | $144,895,000 | 15.02% |
| Compass Financial Group, Inc. | 76,883 | $13,247,000 | 14.48% |
| Tanglewood Wealth Management, Inc. | 265,355 | $45,721,000 | 12.92% |
| Wechter Feldman Wealth Management, Inc. | 115,377 | $19,879,000 | 12.15% |