ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 468 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2018 | $6,000 | 0.0% | 35 | 0.0% | 0.01% | -7.1% |
Q2 2018 | $6,000 | +20.0% | 35 | 0.0% | 0.01% | +7.7% |
Q1 2018 | $5,000 | -16.7% | 35 | 0.0% | 0.01% | -7.1% |
Q4 2017 | $6,000 | +20.0% | 35 | 0.0% | 0.01% | +55.6% |
Q3 2017 | $5,000 | 0.0% | 35 | 0.0% | 0.01% | +12.5% |
Q2 2017 | $5,000 | 0.0% | 35 | 0.0% | 0.01% | +14.3% |
Q1 2017 | $5,000 | 0.0% | 35 | 0.0% | 0.01% | -12.5% |
Q4 2016 | $5,000 | +25.0% | 35 | 0.0% | 0.01% | +14.3% |
Q3 2016 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | +16.7% |
Q2 2016 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | 0.0% |
Q1 2016 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | 0.0% |
Q3 2015 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | +20.0% |
Q2 2015 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | 0.0% |
Q1 2015 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | -16.7% |
Q2 2014 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | -14.3% |
Q1 2014 | $4,000 | 0.0% | 35 | 0.0% | 0.01% | +16.7% |
Q4 2013 | $4,000 | – | 35 | – | 0.01% | – |
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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% |