ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 360 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.43 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $712,634 | -8.2% | 2,908 | -4.7% | 0.08% | -2.6% |
| Q2 2023 | $776,418 | +8.1% | 3,051 | 0.0% | 0.08% | +1.3% |
| Q1 2023 | $718,236 | +6.7% | 3,051 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $673,295 | +5.9% | 3,051 | -0.7% | 0.08% | -3.8% |
| Q3 2022 | $636,000 | -4.8% | 3,071 | 0.0% | 0.08% | -2.4% |
| Q2 2022 | $668,000 | -17.1% | 3,071 | 0.0% | 0.08% | -6.8% |
| Q1 2022 | $806,000 | -5.4% | 3,071 | 0.0% | 0.09% | +7.3% |
| Q4 2021 | $852,000 | +8.8% | 3,071 | 0.0% | 0.08% | -7.9% |
| Q3 2021 | $783,000 | -0.4% | 3,071 | 0.0% | 0.09% | -1.1% |
| Q2 2021 | $786,000 | +7.8% | 3,071 | 0.0% | 0.09% | -10.0% |
| Q1 2021 | $729,000 | +6.1% | 3,071 | 0.0% | 0.10% | 0.0% |
| Q4 2020 | $687,000 | +14.3% | 3,071 | 0.0% | 0.10% | +2.0% |
| Q3 2020 | $601,000 | +8.7% | 3,071 | 0.0% | 0.10% | -3.9% |
| Q2 2020 | $553,000 | +19.7% | 3,071 | -1.3% | 0.10% | -7.3% |
| Q1 2020 | $462,000 | -21.3% | 3,112 | 0.0% | 0.11% | -6.0% |
| Q4 2019 | $587,000 | +8.5% | 3,112 | 0.0% | 0.12% | +1.7% |
| Q3 2019 | $541,000 | +0.9% | 3,112 | 0.0% | 0.12% | -5.7% |
| Q2 2019 | $536,000 | +3.3% | 3,112 | 0.0% | 0.12% | -2.4% |
| Q1 2019 | $519,000 | +13.6% | 3,112 | 0.0% | 0.12% | +2.5% |
| Q4 2018 | $457,000 | -14.7% | 3,112 | 0.0% | 0.12% | -11.6% |
| Q3 2018 | $536,000 | +2.1% | 3,112 | -3.7% | 0.14% | -2.1% |
| Q2 2018 | $525,000 | +4.0% | 3,232 | 0.0% | 0.14% | +2.9% |
| Q1 2018 | $505,000 | -1.2% | 3,232 | 0.0% | 0.14% | -2.1% |
| Q4 2017 | $511,000 | +6.0% | 3,232 | 0.0% | 0.14% | +1.4% |
| Q3 2017 | $482,000 | +3.7% | 3,232 | 0.0% | 0.14% | -1.4% |
| Q2 2017 | $465,000 | +2.9% | 3,232 | 0.0% | 0.14% | +2.2% |
| Q1 2017 | $452,000 | +5.1% | 3,232 | 0.0% | 0.14% | -0.7% |
| Q4 2016 | $430,000 | +3.9% | 3,232 | 0.0% | 0.14% | +3.0% |
| Q3 2016 | $414,000 | +3.2% | 3,232 | 0.0% | 0.13% | -1.5% |
| Q2 2016 | $401,000 | +2.6% | 3,232 | 0.0% | 0.14% | -1.4% |
| Q1 2016 | $391,000 | +0.5% | 3,232 | 0.0% | 0.14% | -4.2% |
| Q4 2015 | $389,000 | +5.7% | 3,232 | 0.0% | 0.14% | -10.6% |
| Q3 2015 | $368,000 | -14.8% | 3,232 | -7.2% | 0.16% | -9.0% |
| Q2 2015 | $432,000 | -2.7% | 3,482 | -2.8% | 0.18% | 0.0% |
| Q1 2015 | $444,000 | -9.9% | 3,582 | -11.1% | 0.18% | +16.4% |
| Q4 2014 | $493,000 | +4.7% | 4,030 | 0.0% | 0.15% | +3.4% |
| Q3 2014 | $471,000 | -0.6% | 4,030 | 0.0% | 0.15% | +2.8% |
| Q2 2014 | $474,000 | -8.7% | 4,030 | -12.8% | 0.14% | -14.9% |
| Q1 2014 | $519,000 | -13.5% | 4,619 | -14.9% | 0.17% | -21.1% |
| Q4 2013 | $600,000 | +8.7% | 5,425 | -0.7% | 0.21% | +6.5% |
| Q3 2013 | $552,000 | -28.6% | 5,462 | -31.9% | 0.20% | -37.1% |
| Q2 2013 | $773,000 | – | 8,017 | – | 0.32% | – |
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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% |