ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 354 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $229,000 | +9.0% | 1,169 | +0.1% | 0.02% | 0.0% |
| Q2 2020 | $210,000 | -1.9% | 1,168 | +2.6% | 0.02% | 0.0% |
| Q4 2019 | $214,000 | -19.2% | 1,138 | -25.5% | 0.02% | -29.2% |
| Q3 2019 | $265,000 | +0.8% | 1,527 | 0.0% | 0.02% | +4.3% |
| Q2 2019 | $263,000 | +3.1% | 1,527 | 0.0% | 0.02% | -4.2% |
| Q1 2019 | $255,000 | +13.8% | 1,527 | 0.0% | 0.02% | +4.3% |
| Q4 2018 | $224,000 | -14.8% | 1,527 | +0.1% | 0.02% | 0.0% |
| Q3 2018 | $263,000 | +6.0% | 1,526 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $248,000 | +3.8% | 1,526 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $239,000 | -0.8% | 1,526 | 0.0% | 0.02% | +4.5% |
| Q4 2017 | $241,000 | +5.7% | 1,526 | +0.1% | 0.02% | +4.8% |
| Q3 2017 | $228,000 | +3.6% | 1,525 | 0.0% | 0.02% | 0.0% |
| Q2 2017 | $220,000 | +3.3% | 1,525 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $213,000 | +2.4% | 1,525 | -2.6% | 0.02% | -4.5% |
| Q4 2016 | $208,000 | +3.5% | 1,565 | 0.0% | 0.02% | +4.8% |
| Q3 2016 | $201,000 | -33.7% | 1,565 | -37.6% | 0.02% | -40.0% |
| Q1 2016 | $303,000 | +50.0% | 2,510 | +54.4% | 0.04% | +45.8% |
| Q2 2015 | $202,000 | +0.5% | 1,626 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $201,000 | -0.5% | 1,626 | -5.8% | 0.02% | -4.0% |
| Q3 2014 | $202,000 | -0.5% | 1,726 | 0.0% | 0.02% | -7.4% |
| Q2 2014 | $203,000 | – | 1,726 | – | 0.03% | – |
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% |