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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $5,083,489 | +6.9% | 23,036 | +0.3% | 0.10% | +3.1% |
| Q3 2022 | $4,755,000 | -5.6% | 22,966 | -0.9% | 0.10% | +3.2% |
| Q2 2022 | $5,037,000 | -20.3% | 23,172 | -3.8% | 0.10% | -2.1% |
| Q1 2022 | $6,318,000 | -5.9% | 24,082 | -0.5% | 0.10% | -1.0% |
| Q4 2021 | $6,717,000 | +4.3% | 24,205 | -3.9% | 0.10% | -3.9% |
| Q3 2021 | $6,443,000 | 0.0% | 25,178 | 0.0% | 0.10% | +20.0% |
| Q2 2021 | $6,443,000 | +7.9% | 25,178 | +0.0% | 0.08% | -5.6% |
| Q1 2021 | $5,973,000 | -24.7% | 25,177 | -29.0% | 0.09% | -26.8% |
| Q4 2020 | $7,930,000 | +47.4% | 35,472 | +29.0% | 0.12% | +33.7% |
| Q3 2020 | $5,381,000 | +883.7% | 27,493 | +523.1% | 0.09% | +300.0% |
| Q2 2016 | $547,000 | -9.0% | 4,412 | -11.2% | 0.02% | -11.5% |
| Q1 2016 | $601,000 | +4.3% | 4,970 | +3.9% | 0.03% | +4.0% |
| Q4 2015 | $576,000 | +36.5% | 4,784 | +29.0% | 0.02% | +38.9% |
| Q3 2015 | $422,000 | -78.1% | 3,708 | -76.1% | 0.02% | -75.7% |
| Q2 2015 | $1,926,000 | +101.9% | 15,535 | +101.6% | 0.07% | +105.6% |
| Q1 2015 | $954,000 | +33.2% | 7,706 | +31.6% | 0.04% | +33.3% |
| Q4 2014 | $716,000 | +19.9% | 5,855 | +14.6% | 0.03% | +17.4% |
| Q3 2014 | $597,000 | +113.2% | 5,111 | +114.8% | 0.02% | +130.0% |
| Q2 2014 | $280,000 | +225.6% | 2,379 | +209.0% | 0.01% | +233.3% |
| Q1 2014 | $86,000 | -98.8% | 770 | -98.8% | 0.00% | -98.9% |
| Q4 2013 | $7,093,000 | +9.4% | 64,100 | 0.0% | 0.27% | +5.0% |
| Q3 2013 | $6,483,000 | +6.2% | 64,100 | +1.3% | 0.26% | +1.6% |
| Q2 2013 | $6,102,000 | – | 63,300 | – | 0.26% | – |
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% |