ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $735,000 | -14.7% | 5,000 | 0.0% | 0.16% | -25.5% |
| Q3 2018 | $862,000 | +6.3% | 5,000 | 0.0% | 0.22% | -3.6% |
| Q2 2018 | $811,000 | +3.7% | 5,000 | 0.0% | 0.22% | -0.9% |
| Q1 2018 | $782,000 | -1.1% | 5,000 | 0.0% | 0.23% | +6.1% |
| Q4 2017 | $791,000 | +6.0% | 5,000 | 0.0% | 0.21% | +2.4% |
| Q3 2017 | $746,000 | +3.6% | 5,000 | 0.0% | 0.21% | +2.0% |
| Q2 2017 | $720,000 | -11.2% | 5,000 | -13.8% | 0.20% | -7.3% |
| Q1 2017 | $811,000 | +5.2% | 5,800 | 0.0% | 0.22% | +4.3% |
| Q4 2016 | $771,000 | +3.5% | 5,800 | -0.2% | 0.21% | +3.9% |
| Q3 2016 | $745,000 | -16.8% | 5,811 | -19.4% | 0.20% | -18.5% |
| Q2 2016 | $895,000 | -9.0% | 7,213 | -11.3% | 0.25% | -12.3% |
| Q1 2016 | $983,000 | +0.6% | 8,131 | +0.1% | 0.28% | -2.7% |
| Q4 2015 | $977,000 | +3.8% | 8,120 | -1.7% | 0.29% | -5.2% |
| Q3 2015 | $941,000 | -8.1% | 8,260 | 0.0% | 0.31% | +0.7% |
| Q2 2015 | $1,024,000 | +65.4% | 8,260 | +65.2% | 0.31% | +55.3% |
| Q1 2015 | $619,000 | +1.3% | 5,000 | 0.0% | 0.20% | +0.5% |
| Q4 2014 | $611,000 | +4.6% | 5,000 | 0.0% | 0.20% | -1.0% |
| Q3 2014 | $584,000 | -0.8% | 5,000 | 0.0% | 0.20% | -4.3% |
| Q2 2014 | $589,000 | +4.8% | 5,000 | 0.0% | 0.21% | 0.0% |
| Q1 2014 | $562,000 | +1.6% | 5,000 | 0.0% | 0.21% | -1.0% |
| Q4 2013 | $553,000 | +9.3% | 5,000 | 0.0% | 0.21% | -2.3% |
| Q3 2013 | $506,000 | +5.0% | 5,000 | 0.0% | 0.21% | -0.9% |
| Q2 2013 | $482,000 | – | 5,000 | – | 0.22% | – |
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% |