ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 751 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $229,800 | +233.0% | 1,041 | +212.6% | 0.01% | +150.0% |
| Q3 2022 | $69,000 | -5.5% | 333 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $73,000 | -70.2% | 333 | -64.3% | 0.01% | -57.1% |
| Q1 2022 | $245,000 | +166.3% | 934 | +180.5% | 0.01% | +75.0% |
| Q4 2021 | $92,000 | +16.5% | 333 | 0.0% | 0.01% | +33.3% |
| Q1 2021 | $79,000 | -11.2% | 333 | -16.8% | 0.01% | -25.0% |
| Q4 2020 | $89,000 | – | 400 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SCS Capital Management LLC | 3,828,709 | $659,686,000 | 22.50% |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 2,258,160 | $389,080,000 | 21.83% |
| Sigma Investment Management Co | 149,921 | $25,831,000 | 21.02% |
| TLWM | 200,384 | $34,530,000 | 20.10% |
| Evensky & Katz LLC | 643,806 | $110,927,000 | 16.41% |
| SENTINEL TRUST CO LBA | 402,440 | $69,341,000 | 15.04% |
| PITCAIRN CO | 840,945 | $144,895,000 | 15.02% |
| Compass Financial Group, Inc. | 76,883 | $13,247,000 | 14.48% |
| Tanglewood Wealth Management, Inc. | 265,355 | $45,721,000 | 12.92% |
| Wechter Feldman Wealth Management, Inc. | 115,377 | $19,879,000 | 12.15% |