ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 288 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 2.06 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $4,672,000 | -14.7% | 31,800 | 0.0% | 0.40% | -16.4% |
| Q3 2018 | $5,479,000 | +3.5% | 31,800 | -2.5% | 0.48% | -1.0% |
| Q2 2018 | $5,294,000 | +3.0% | 32,621 | -0.8% | 0.49% | +2.7% |
| Q1 2018 | $5,139,000 | +8.1% | 32,871 | +9.3% | 0.48% | +8.9% |
| Q4 2017 | $4,756,000 | +5.9% | 30,071 | 0.0% | 0.44% | -2.2% |
| Q3 2017 | $4,489,000 | +2814.9% | 30,071 | +2707.7% | 0.45% | +1684.0% |
| Q2 2017 | $154,000 | +2.7% | 1,071 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $150,000 | +4.9% | 1,071 | 0.0% | 0.02% | 0.0% |
| Q4 2016 | $143,000 | -96.2% | 1,071 | -96.3% | 0.02% | -96.7% |
| Q3 2016 | $3,718,000 | +3.4% | 29,000 | 0.0% | 0.77% | +15.0% |
| Q2 2016 | $3,597,000 | +2.6% | 29,000 | 0.0% | 0.67% | +1.8% |
| Q1 2016 | $3,505,000 | -2.4% | 29,000 | 0.0% | 0.66% | -67.2% |
| Q1 2015 | $3,592,000 | +1.3% | 29,000 | 0.0% | 2.00% | +143.6% |
| Q4 2014 | $3,546,000 | +4.7% | 29,000 | 0.0% | 0.82% | +46.3% |
| Q3 2014 | $3,387,000 | -0.8% | 29,000 | 0.0% | 0.56% | +18.6% |
| Q2 2014 | $3,414,000 | +4.8% | 29,000 | 0.0% | 0.47% | -11.9% |
| Q1 2014 | $3,257,000 | +1.5% | 29,000 | 0.0% | 0.54% | +25.1% |
| Q4 2013 | $3,209,000 | +9.4% | 29,000 | 0.0% | 0.43% | -9.3% |
| Q3 2013 | $2,933,000 | – | 29,000 | – | 0.47% | – |
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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% |