ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $136,008 | -3.7% | 555 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $141,236 | +8.1% | 555 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $130,653 | +6.7% | 555 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $122,477 | +6.5% | 555 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $115,000 | -5.0% | 555 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $121,000 | -17.1% | 555 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $146,000 | -5.2% | 555 | 0.0% | 0.00% | -20.0% |
| Q4 2021 | $154,000 | +9.2% | 555 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $141,000 | -56.3% | 555 | -56.1% | 0.01% | -61.5% |
| Q2 2021 | $323,000 | +7.7% | 1,263 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $300,000 | -52.5% | 1,263 | -55.4% | 0.01% | -56.7% |
| Q4 2020 | $632,000 | +14.1% | 2,829 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $554,000 | +8.8% | 2,829 | 0.0% | 0.03% | -3.2% |
| Q2 2020 | $509,000 | -10.1% | 2,829 | -25.9% | 0.03% | -36.7% |
| Q1 2020 | $566,000 | -21.3% | 3,816 | 0.0% | 0.05% | -7.5% |
| Q4 2019 | $719,000 | +17.3% | 3,816 | +8.2% | 0.05% | +6.0% |
| Q3 2019 | $613,000 | +30550.0% | 3,528 | +39100.0% | 0.05% | – |
| Q1 2019 | $2,000 | – | 9 | – | 0.00% | – |
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% |