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 | $2,508,620 | -3.3% | 10,237 | +0.4% | 0.49% | -4.4% |
| Q2 2023 | $2,594,871 | +6.4% | 10,197 | -1.6% | 0.52% | -2.5% |
| Q1 2023 | $2,439,487 | +10.4% | 10,363 | +3.5% | 0.53% | +3.9% |
| Q4 2022 | $2,209,711 | +7.8% | 10,013 | +1.2% | 0.51% | -3.2% |
| Q3 2022 | $2,049,000 | -13.2% | 9,897 | -8.9% | 0.53% | -12.2% |
| Q2 2022 | $2,361,000 | -23.2% | 10,863 | -7.3% | 0.60% | -19.2% |
| Q1 2022 | $3,074,000 | -5.3% | 11,716 | +0.1% | 0.74% | +9.7% |
| Q4 2021 | $3,247,000 | +9.0% | 11,702 | +0.1% | 0.68% | -4.2% |
| Q3 2021 | $2,979,000 | -0.2% | 11,689 | +0.2% | 0.71% | -31.0% |
| Q2 2021 | $2,986,000 | +5.9% | 11,669 | -1.8% | 1.02% | -0.7% |
| Q1 2021 | $2,819,000 | +9.7% | 11,881 | +3.4% | 1.03% | -12.7% |
| Q4 2020 | $2,569,000 | – | 11,492 | – | 1.18% | – |
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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% |