ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 314 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 3.67 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2021 | $682,000 | +9.8% | 2,619 | 0.0% | 0.09% | 0.0% |
Q1 2021 | $621,000 | +6.2% | 2,619 | 0.0% | 0.09% | -1.1% |
Q4 2020 | $585,000 | +14.0% | 2,619 | 0.0% | 0.09% | -1.1% |
Q3 2020 | $513,000 | +8.7% | 2,619 | 0.0% | 0.09% | -8.0% |
Q2 2020 | $472,000 | +2.8% | 2,619 | -15.4% | 0.10% | -12.3% |
Q1 2020 | $459,000 | -21.3% | 3,094 | 0.0% | 0.11% | +23.9% |
Q4 2019 | $583,000 | +10.0% | 3,094 | 0.0% | 0.09% | +4.5% |
Q3 2019 | $530,000 | -48.1% | 3,094 | -42.6% | 0.09% | -53.4% |
Q2 2019 | $1,022,000 | -0.4% | 5,389 | -4.3% | 0.19% | -0.5% |
Q1 2019 | $1,026,000 | +5.3% | 5,634 | 0.0% | 0.19% | -10.4% |
Q4 2018 | $974,000 | -9.6% | 5,634 | 0.0% | 0.21% | -0.9% |
Q3 2018 | $1,077,000 | +10.3% | 5,634 | 0.0% | 0.21% | +4.9% |
Q2 2018 | $976,000 | -9.4% | 5,634 | -8.9% | 0.20% | -10.5% |
Q1 2018 | $1,077,000 | -0.2% | 6,184 | 0.0% | 0.23% | +16.9% |
Q4 2017 | $1,079,000 | +6.8% | 6,184 | 0.0% | 0.20% | -1.0% |
Q3 2017 | $1,010,000 | +5.8% | 6,184 | 0.0% | 0.20% | +2.1% |
Q2 2017 | $955,000 | +87.3% | 6,184 | +69.7% | 0.19% | +87.4% |
Q1 2017 | $510,000 | +5.2% | 3,644 | 0.0% | 0.10% | -4.6% |
Q4 2016 | $485,000 | +5.4% | 3,644 | 0.0% | 0.11% | +2.9% |
Q3 2016 | $460,000 | +1.8% | 3,644 | 0.0% | 0.10% | +1.0% |
Q2 2016 | $452,000 | +2.7% | 3,644 | 0.0% | 0.10% | -2.8% |
Q1 2016 | $440,000 | +0.5% | 3,644 | 0.0% | 0.11% | -5.3% |
Q4 2015 | $438,000 | +2.3% | 3,644 | -3.1% | 0.11% | -3.4% |
Q3 2015 | $428,000 | -8.2% | 3,759 | 0.0% | 0.12% | -2.5% |
Q2 2015 | $466,000 | -1.5% | 3,759 | -1.6% | 0.12% | -0.8% |
Q1 2015 | $473,000 | -32.3% | 3,819 | -38.6% | 0.12% | -34.9% |
Q1 2014 | $699,000 | +0.7% | 6,220 | -0.8% | 0.19% | -2.1% |
Q4 2013 | $694,000 | +6.1% | 6,268 | -3.0% | 0.19% | -3.1% |
Q3 2013 | $654,000 | +3.5% | 6,465 | -1.3% | 0.20% | -1.0% |
Q2 2013 | $632,000 | – | 6,552 | – | 0.20% | – |
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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% |