ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 580 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.14 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $490,729 | +5.4% | 2,002 | +1.2% | 0.46% | -1.1% |
| Q2 2023 | $465,722 | +0.0% | 1,978 | 0.0% | 0.46% | -2.7% |
| Q1 2023 | $465,721 | +7.1% | 1,978 | +0.4% | 0.48% | +1.5% |
| Q4 2022 | $435,020 | +4.6% | 1,971 | +0.5% | 0.47% | -4.1% |
| Q3 2022 | $416,000 | -1.7% | 1,962 | +0.4% | 0.49% | +18.4% |
| Q2 2022 | $423,000 | -17.4% | 1,955 | +0.2% | 0.41% | -3.1% |
| Q1 2022 | $512,000 | -5.7% | 1,951 | +0.2% | 0.43% | -12.3% |
| Q4 2021 | $543,000 | +9.9% | 1,947 | +0.5% | 0.49% | +18.2% |
| Q3 2021 | $494,000 | -0.4% | 1,938 | 0.0% | 0.41% | +0.2% |
| Q2 2021 | $496,000 | +7.8% | 1,938 | +0.3% | 0.41% | -3.5% |
| Q1 2021 | $460,000 | +5.7% | 1,932 | -0.8% | 0.42% | -0.9% |
| Q4 2020 | $435,000 | – | 1,947 | – | 0.43% | – |
Download | ||||||
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% |