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 | $574,911 | -35.0% | 2,346 | -32.5% | 0.06% | -46.8% |
Q2 2023 | $884,621 | -31.3% | 3,476 | -41.3% | 0.11% | -60.8% |
Q2 2022 | $1,287,000 | +6028.6% | 5,922 | +5094.7% | 0.28% | +2472.7% |
Q2 2020 | $21,000 | +23.5% | 114 | 0.0% | 0.01% | 0.0% |
Q1 2020 | $17,000 | -19.0% | 114 | 0.0% | 0.01% | -15.4% |
Q4 2019 | $21,000 | – | 114 | – | 0.01% | – |
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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% |