ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 426 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $14,017,000 | +7.9% | 54,775 | 0.0% | 0.44% | +6.6% |
| Q1 2021 | $12,994,000 | +6.1% | 54,775 | 0.0% | 0.41% | -2.1% |
| Q4 2020 | $12,245,000 | +14.2% | 54,775 | 0.0% | 0.42% | +1.0% |
| Q3 2020 | $10,720,000 | +8.7% | 54,775 | 0.0% | 0.42% | +3.2% |
| Q2 2020 | $9,863,000 | +21.4% | 54,775 | 0.0% | 0.40% | +6.9% |
| Q1 2020 | $8,125,000 | -21.3% | 54,775 | 0.0% | 0.38% | -0.3% |
| Q4 2019 | $10,325,000 | +8.5% | 54,775 | 0.0% | 0.38% | +3.6% |
| Q3 2019 | $9,518,000 | +0.8% | 54,775 | 0.0% | 0.36% | -2.7% |
| Q2 2019 | $9,441,000 | +3.4% | 54,775 | 0.0% | 0.38% | -2.6% |
| Q1 2019 | $9,131,000 | +13.5% | 54,775 | 0.0% | 0.38% | +2.7% |
| Q4 2018 | $8,048,000 | -14.9% | 54,775 | -0.2% | 0.38% | -6.0% |
| Q3 2018 | $9,458,000 | +5.9% | 54,895 | -0.2% | 0.40% | -3.9% |
| Q2 2018 | $8,928,000 | +4.3% | 55,015 | +0.4% | 0.42% | +2.5% |
| Q1 2018 | $8,564,000 | -1.2% | 54,775 | 0.0% | 0.40% | +0.7% |
| Q4 2017 | $8,664,000 | +6.0% | 54,775 | 0.0% | 0.40% | 0.0% |
| Q3 2017 | $8,177,000 | +3.7% | 54,775 | 0.0% | 0.40% | +1.3% |
| Q2 2017 | $7,889,000 | +2.9% | 54,775 | 0.0% | 0.40% | 0.0% |
| Q1 2017 | $7,663,000 | +5.2% | 54,775 | 0.0% | 0.40% | +2.1% |
| Q4 2016 | $7,284,000 | +3.7% | 54,775 | 0.0% | 0.39% | +1.8% |
| Q3 2016 | $7,022,000 | -1.2% | 54,775 | -4.5% | 0.38% | -2.6% |
| Q2 2016 | $7,110,000 | +7.4% | 57,327 | +4.7% | 0.39% | +4.0% |
| Q1 2016 | $6,620,000 | +0.5% | 54,775 | 0.0% | 0.38% | -4.8% |
| Q4 2015 | $6,590,000 | +5.6% | 54,775 | 0.0% | 0.40% | +0.5% |
| Q3 2015 | $6,238,000 | -8.1% | 54,775 | 0.0% | 0.39% | -2.0% |
| Q2 2015 | $6,791,000 | +0.1% | 54,775 | 0.0% | 0.40% | 0.0% |
| Q1 2015 | $6,784,000 | +1.3% | 54,775 | 0.0% | 0.40% | +4.1% |
| Q4 2014 | $6,698,000 | +4.7% | 54,775 | 0.0% | 0.39% | -1.0% |
| Q3 2014 | $6,397,000 | -9.5% | 54,775 | -8.7% | 0.39% | -7.8% |
| Q2 2014 | $7,066,000 | +4.8% | 60,012 | 0.0% | 0.42% | +0.5% |
| Q1 2014 | $6,740,000 | +1.5% | 60,012 | 0.0% | 0.42% | -1.6% |
| Q4 2013 | $6,640,000 | -6.5% | 60,012 | -14.5% | 0.43% | -13.4% |
| Q3 2013 | $7,098,000 | +4.9% | 70,176 | 0.0% | 0.49% | +3.3% |
| Q2 2013 | $6,765,000 | – | 70,176 | – | 0.48% | – |
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% |