ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 426 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,797,000 | +31.6% | 9,535 | +21.4% | 0.12% | +15.8% |
| Q3 2019 | $1,365,000 | +73.9% | 7,857 | +72.4% | 0.10% | +62.9% |
| Q2 2019 | $785,000 | +3.8% | 4,557 | +0.5% | 0.06% | -1.6% |
| Q1 2019 | $756,000 | +13.9% | 4,536 | +0.4% | 0.06% | +1.6% |
| Q4 2018 | $664,000 | -14.0% | 4,520 | +0.9% | 0.06% | -17.3% |
| Q3 2018 | $772,000 | +18.6% | 4,478 | +11.7% | 0.08% | +11.9% |
| Q2 2018 | $651,000 | +157.3% | 4,009 | +136.7% | 0.07% | +131.0% |
| Q3 2017 | $253,000 | +25200.0% | 1,694 | +16840.0% | 0.03% | – |
| Q3 2015 | $1,000 | – | 10 | – | 0.00% | – |
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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% |