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 | $1,167,772 | -15.5% | 4,765 | -12.3% | 0.96% | -11.4% |
| Q2 2023 | $1,382,145 | +8.2% | 5,431 | +0.0% | 1.08% | +2.7% |
| Q1 2023 | $1,277,972 | -7.6% | 5,429 | -13.4% | 1.06% | -8.4% |
| Q4 2022 | $1,382,949 | +48.4% | 6,267 | +39.1% | 1.15% | +32.9% |
| Q3 2022 | $932,000 | -9.1% | 4,504 | -4.6% | 0.87% | -2.3% |
| Q2 2022 | $1,025,000 | -19.9% | 4,719 | -3.2% | 0.89% | -8.3% |
| Q1 2022 | $1,279,000 | -11.2% | 4,876 | -6.1% | 0.97% | -10.0% |
| Q4 2021 | $1,440,000 | – | 5,191 | – | 1.07% | – |
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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% |