ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2021 | $173,000 | +6.1% | 728 | 0.0% | 0.01% | 0.0% |
Q4 2020 | $163,000 | +14.8% | 728 | 0.0% | 0.01% | 0.0% |
Q3 2020 | $142,000 | +8.4% | 728 | 0.0% | 0.01% | 0.0% |
Q2 2020 | $131,000 | +21.3% | 728 | 0.0% | 0.01% | +9.1% |
Q1 2020 | $108,000 | -21.2% | 728 | 0.0% | 0.01% | -15.4% |
Q4 2019 | $137,000 | +7.9% | 728 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $127,000 | +1.6% | 728 | 0.0% | 0.01% | 0.0% |
Q2 2019 | $125,000 | +3.3% | 728 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $121,000 | +13.1% | 728 | 0.0% | 0.01% | +8.3% |
Q4 2018 | $107,000 | -14.4% | 728 | 0.0% | 0.01% | -14.3% |
Q3 2018 | $125,000 | +5.9% | 728 | 0.0% | 0.01% | 0.0% |
Q2 2018 | $118,000 | +3.5% | 728 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $114,000 | -0.9% | 728 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $115,000 | +5.5% | 728 | 0.0% | 0.01% | -6.7% |
Q3 2017 | $109,000 | – | 728 | – | 0.02% | – |
Download |
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% |