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 | $6,761,724 | -7.0% | 27,479 | -3.8% | 0.56% | +11.3% |
| Q2 2023 | $7,268,461 | +2000.5% | 28,562 | +1721.6% | 0.50% | +1916.0% |
| Q4 2022 | $346,027 | -48.4% | 1,568 | -49.1% | 0.02% | -51.0% |
| Q2 2022 | $670,000 | -17.2% | 3,082 | 0.0% | 0.05% | -5.6% |
| Q1 2022 | $809,000 | -5.4% | 3,082 | 0.0% | 0.05% | -1.8% |
| Q4 2021 | $855,000 | +8.9% | 3,082 | 0.0% | 0.06% | -1.8% |
| Q3 2021 | $785,000 | -0.5% | 3,082 | 0.0% | 0.06% | -5.1% |
| Q2 2021 | $789,000 | -9.6% | 3,082 | -16.3% | 0.06% | -10.6% |
| Q1 2021 | $873,000 | -5.3% | 3,682 | -10.7% | 0.07% | -10.8% |
| Q4 2020 | $922,000 | +14.3% | 4,125 | 0.0% | 0.07% | +2.8% |
| Q3 2020 | $807,000 | +5.1% | 4,125 | -3.3% | 0.07% | -1.4% |
| Q2 2020 | $768,000 | +18.7% | 4,267 | -2.2% | 0.07% | 0.0% |
| Q1 2020 | $647,000 | -21.0% | 4,364 | +0.5% | 0.07% | -6.4% |
| Q4 2019 | $819,000 | -44.1% | 4,343 | -52.6% | 0.08% | -8.2% |
| Q3 2019 | $1,466,000 | +98.4% | 9,172 | +113.8% | 0.08% | +7.6% |
| Q2 2019 | $739,000 | -5.9% | 4,289 | -9.0% | 0.08% | -10.2% |
| Q1 2019 | $785,000 | – | 4,711 | – | 0.09% | – |
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% |