Steinberg Global Asset Management - ISHARES TR ownership

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
Steinberg Global Asset Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$202,000
-12.2%
1,174
-20.4%
0.03%
-14.7%
Q1 2018$230,000
-1.3%
1,4740.0%0.03%0.0%
Q4 2017$233,000
+5.9%
1,4740.0%0.03%
+6.2%
Q3 2017$220,000
+3.8%
1,4740.0%0.03%0.0%
Q2 2017$212,000
+2.9%
1,4740.0%0.03%
-3.0%
Q1 2017$206,0001,4740.03%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Evensky & Katz LLC 1,196,624$143,965,00034.48%
SCS Capital Management LLC 5,359,766$644,833,00028.86%
Tanglewood Wealth Management, Inc. 541,936$65,200,00025.83%
PITCAIRN CO 1,012,359$121,797,00013.53%
Wind River Trust Co 158,385$19,055,00013.25%
GM Advisory Group, LLC 211,036$25,390,00012.75%
Stairway Partners, LLC 207,189$24,927,00011.34%
Compass Financial Group, Inc. 95,386$11,476,00011.28%
Threshold Group LLC 62,380$7,505,0009.93%
McCutchen Group LLC 150,169$18,067,0009.11%
View complete list of ISHARES TR shareholders