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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,796,000 | +13.5% | 10,771 | 0.0% | 0.28% | 0.0% |
| Q4 2018 | $1,582,000 | -14.8% | 10,771 | 0.0% | 0.28% | +0.7% |
| Q3 2018 | $1,856,000 | +6.2% | 10,771 | 0.0% | 0.27% | +1.5% |
| Q2 2018 | $1,748,000 | +3.8% | 10,771 | 0.0% | 0.27% | -1.8% |
| Q1 2018 | $1,684,000 | -9.6% | 10,771 | -8.5% | 0.28% | -10.4% |
| Q4 2017 | $1,862,000 | +0.9% | 11,771 | -4.7% | 0.31% | -1.6% |
| Q3 2017 | $1,845,000 | +3.7% | 12,357 | 0.0% | 0.31% | +1.6% |
| Q2 2017 | $1,780,000 | +2.9% | 12,357 | 0.0% | 0.31% | -3.8% |
| Q1 2017 | $1,729,000 | +5.2% | 12,357 | 0.0% | 0.32% | -1.2% |
| Q4 2016 | $1,643,000 | +3.7% | 12,357 | 0.0% | 0.32% | +10.6% |
| Q3 2016 | $1,584,000 | +3.3% | 12,357 | 0.0% | 0.29% | -1.4% |
| Q2 2016 | $1,533,000 | +2.7% | 12,357 | 0.0% | 0.30% | 0.0% |
| Q1 2016 | $1,493,000 | – | 12,357 | – | 0.30% | – |
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% |