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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,053 | -3.7% | 4,294 | 0.0% | 0.09% | -3.2% |
| Q2 2023 | $1,093 | +10.6% | 4,294 | +2.2% | 0.09% | +1.1% |
| Q1 2023 | $988 | +6.6% | 4,201 | 0.0% | 0.09% | -2.1% |
| Q4 2022 | $927 | -99.9% | 4,201 | 0.0% | 0.09% | -2.1% |
| Q3 2022 | $870,000 | -21.0% | 4,201 | 0.0% | 0.10% | -22.0% |
| Q1 2022 | $1,101,000 | -5.5% | 4,201 | 0.0% | 0.12% | -12.1% |
| Q4 2021 | $1,165,000 | +8.8% | 4,201 | 0.0% | 0.14% | -0.7% |
| Q3 2021 | $1,071,000 | -0.4% | 4,201 | 0.0% | 0.14% | -11.9% |
| Q2 2021 | $1,075,000 | +10.1% | 4,201 | +2.2% | 0.16% | -27.6% |
| Q1 2021 | $976,000 | -18.0% | 4,111 | -22.8% | 0.22% | -6.8% |
| Q4 2020 | $1,190,000 | +96.0% | 5,322 | +71.6% | 0.24% | +76.9% |
| Q3 2020 | $607,000 | -18.5% | 3,101 | -25.0% | 0.13% | -34.0% |
| Q2 2020 | $745,000 | +21.3% | 4,135 | 0.0% | 0.20% | +10.9% |
| Q1 2020 | $614,000 | -21.2% | 4,135 | 0.0% | 0.18% | -16.8% |
| Q4 2019 | $779,000 | +8.2% | 4,135 | -0.2% | 0.22% | -7.9% |
| Q3 2019 | $720,000 | -5.8% | 4,145 | -6.6% | 0.24% | -2.8% |
| Q2 2019 | $764,000 | +7.3% | 4,436 | +3.9% | 0.25% | -0.8% |
| Q1 2019 | $712,000 | +17.3% | 4,271 | +3.3% | 0.25% | -0.4% |
| Q4 2018 | $607,000 | -14.7% | 4,135 | 0.0% | 0.25% | -7.1% |
| Q3 2018 | $712,000 | +6.1% | 4,135 | 0.0% | 0.27% | +17.0% |
| Q2 2018 | $671,000 | +2.6% | 4,135 | -1.2% | 0.23% | -29.3% |
| Q1 2018 | $654,000 | -2.8% | 4,185 | -1.8% | 0.32% | +19.6% |
| Q4 2017 | $673,000 | +7.9% | 4,262 | +1.8% | 0.27% | -10.0% |
| Q3 2017 | $624,000 | +3.5% | 4,185 | 0.0% | 0.30% | -0.7% |
| Q2 2017 | $603,000 | +2.9% | 4,185 | 0.0% | 0.30% | -4.1% |
| Q1 2017 | $586,000 | +3.9% | 4,185 | -1.2% | 0.32% | -3.4% |
| Q4 2016 | $564,000 | +3.9% | 4,235 | 0.0% | 0.33% | -4.7% |
| Q3 2016 | $543,000 | +3.6% | 4,235 | 0.0% | 0.34% | -5.8% |
| Q2 2016 | $524,000 | +2.3% | 4,235 | +0.0% | 0.36% | -3.2% |
| Q1 2016 | $512,000 | -35.5% | 4,234 | -35.9% | 0.38% | -27.8% |
| Q4 2015 | $794,000 | – | 6,602 | – | 0.52% | – |
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% |