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 | $46,996 | +3.6% | 191,773 | +7.6% | 0.07% | +17.2% |
| Q2 2023 | $45,367 | -54.8% | 178,272 | -58.2% | 0.06% | -57.0% |
| Q1 2023 | $100,470 | +355.6% | 426,789 | +327.1% | 0.14% | +350.0% |
| Q4 2022 | $22,051 | -99.8% | 99,925 | +131.5% | 0.03% | +130.8% |
| Q3 2022 | $8,936,000 | -82.1% | 43,160 | -81.2% | 0.01% | -80.0% |
| Q2 2022 | $50,029,000 | +16.4% | 230,137 | +40.4% | 0.06% | +41.3% |
| Q1 2022 | $42,996,000 | -7.7% | 163,876 | -2.4% | 0.05% | -2.1% |
| Q4 2021 | $46,604,000 | +91.1% | 167,942 | +75.5% | 0.05% | +80.8% |
| Q3 2021 | $24,393,000 | +695.9% | 95,715 | +699.3% | 0.03% | +766.7% |
| Q2 2021 | $3,065,000 | – | 11,975 | – | 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% |