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 1,238,084$153,497,00040.36%
SCS Capital Management LLC 5,542,995$687,221,00036.96%
Tanglewood Wealth Management, Inc. 641,631$79,549,00034.95%
GM Advisory Group, LLC 245,598$30,449,00012.00%
PITCAIRN CO 835,735$103,615,00011.97%
Wind River Trust Co 189,135$23,449,00011.38%
Stairway Partners, LLC 212,328$26,324,00011.34%
Capital Analysts, LLC 386,348$47,899,527,0009.80%
McCutchen Group LLC 140,790$17,455,0008.20%
BRIGHTON JONES LLC 279,110$34,604,0007.90%
View complete list of ISHARES TR shareholders