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 | $34,034,422 | +9.0% | 138,882 | +13.2% | 0.02% | +13.3% |
Q2 2023 | $31,222,406 | +9.1% | 122,691 | +0.9% | 0.02% | +7.1% |
Q1 2023 | $28,612,202 | +7.8% | 121,542 | +1.1% | 0.01% | 0.0% |
Q4 2022 | $26,541,847 | +6.8% | 120,273 | +0.2% | 0.01% | 0.0% |
Q3 2022 | $24,846,000 | -8.3% | 120,005 | -3.8% | 0.01% | +7.7% |
Q2 2022 | $27,105,000 | -9.8% | 124,684 | +8.8% | 0.01% | +8.3% |
Q1 2022 | $30,066,000 | -8.0% | 114,594 | -2.7% | 0.01% | 0.0% |
Q4 2021 | $32,676,000 | +12.3% | 117,751 | +3.1% | 0.01% | +9.1% |
Q3 2021 | $29,105,000 | -2.1% | 114,207 | -1.7% | 0.01% | 0.0% |
Q2 2021 | $29,738,000 | -4.3% | 116,206 | -11.2% | 0.01% | -15.4% |
Q1 2021 | $31,062,000 | +13.0% | 130,935 | +6.4% | 0.01% | +8.3% |
Q4 2020 | $27,499,000 | +15.6% | 123,013 | +1.2% | 0.01% | 0.0% |
Q3 2020 | $23,792,000 | +1634.1% | 121,566 | +1589.8% | 0.01% | +1100.0% |
Q2 2020 | $1,372,000 | +28.9% | 7,194 | +0.3% | 0.00% | 0.0% |
Q1 2020 | $1,064,000 | -23.6% | 7,174 | -2.8% | 0.00% | 0.0% |
Q4 2019 | $1,392,000 | +8.5% | 7,384 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $1,283,000 | +0.8% | 7,384 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $1,273,000 | +3.4% | 7,384 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $1,231,000 | +16.8% | 7,384 | +2.9% | 0.00% | 0.0% |
Q4 2018 | $1,054,000 | -14.7% | 7,174 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $1,236,000 | +6.2% | 7,174 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $1,164,000 | +3.7% | 7,174 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $1,122,000 | -1.1% | 7,174 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $1,135,000 | +6.0% | 7,174 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $1,071,000 | +3.7% | 7,174 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $1,033,000 | +2.9% | 7,174 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $1,004,000 | +5.2% | 7,174 | 0.0% | 0.00% | – |
Q4 2016 | $954,000 | +3.7% | 7,174 | 0.0% | 0.00% | – |
Q3 2016 | $920,000 | +3.4% | 7,174 | 0.0% | 0.00% | – |
Q2 2016 | $890,000 | +2.7% | 7,174 | 0.0% | 0.00% | – |
Q1 2016 | $867,000 | +0.5% | 7,174 | 0.0% | 0.00% | – |
Q4 2015 | $863,000 | +5.6% | 7,174 | 0.0% | 0.00% | – |
Q3 2015 | $817,000 | -8.1% | 7,174 | 0.0% | 0.00% | – |
Q2 2015 | $889,000 | +0.1% | 7,174 | 0.0% | 0.00% | – |
Q1 2015 | $888,000 | +1.3% | 7,174 | 0.0% | 0.00% | – |
Q4 2014 | $877,000 | +4.7% | 7,174 | 0.0% | 0.00% | – |
Q3 2014 | $838,000 | -0.8% | 7,174 | 0.0% | 0.00% | – |
Q2 2014 | $845,000 | +6.4% | 7,174 | 0.0% | 0.00% | – |
Q4 2013 | $794,000 | +9.4% | 7,174 | 0.0% | 0.00% | – |
Q3 2013 | $726,000 | +4.9% | 7,174 | 0.0% | 0.00% | – |
Q2 2013 | $692,000 | – | 7,174 | – | 0.00% | – |
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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% |