ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 515 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.25 and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,778,469 | -10.7% | 40,251 | -7.4% | 1.74% | -9.5% |
| Q2 2023 | $10,950,139 | -12.0% | 43,463 | -18.4% | 1.92% | -14.3% |
| Q1 2023 | $12,444,431 | +6.2% | 53,268 | +1.7% | 2.24% | +4.1% |
| Q4 2022 | $11,716,779 | +6.2% | 52,368 | +2.8% | 2.15% | -3.1% |
| Q3 2022 | $11,032,000 | +13.3% | 50,920 | +15.8% | 2.22% | +16.3% |
| Q2 2022 | $9,736,000 | +8.5% | 43,987 | +27.3% | 1.91% | +16.4% |
| Q1 2022 | $8,971,000 | +19.1% | 34,558 | +15.8% | 1.64% | +18.5% |
| Q4 2021 | $7,534,000 | -3.4% | 29,852 | -1.6% | 1.38% | -21.0% |
| Q3 2021 | $7,801,000 | -1.8% | 30,349 | -2.2% | 1.75% | +13.3% |
| Q2 2021 | $7,945,000 | +43.0% | 31,047 | +32.5% | 1.54% | +23.9% |
| Q1 2021 | $5,557,000 | +2.9% | 23,425 | -3.0% | 1.25% | +3.0% |
| Q4 2020 | $5,401,000 | +508.2% | 24,160 | +390.1% | 1.21% | +666.5% |
| Q2 2020 | $888,000 | +142.6% | 4,930 | +100.0% | 0.16% | -7.1% |
| Q1 2020 | $366,000 | +6.7% | 2,465 | +5.4% | 0.17% | -21.7% |
| Q4 2018 | $343,000 | – | 2,338 | – | 0.22% | – |
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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% |