ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,813,050 | -2.8% | 27,688 | +0.5% | 4.58% | +0.7% |
| Q2 2023 | $7,012,352 | -6.5% | 27,556 | -13.5% | 4.55% | -8.3% |
| Q1 2023 | $7,497,699 | -9.9% | 31,850 | -15.5% | 4.96% | -8.6% |
| Q4 2022 | $8,317,907 | +20.9% | 37,692 | +13.4% | 5.42% | +18.8% |
| Q3 2022 | $6,880,000 | -7.6% | 33,228 | -3.0% | 4.56% | -11.4% |
| Q2 2022 | $7,444,000 | – | 34,244 | – | 5.15% | – |
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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% |