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 2019 | $31,000 | 0.0% | 179 | 0.0% | 0.02% | +9.1% |
Q2 2019 | $31,000 | 0.0% | 179 | -4.3% | 0.02% | -12.0% |
Q1 2019 | $31,000 | +14.8% | 187 | 0.0% | 0.02% | -39.0% |
Q4 2018 | $27,000 | -15.6% | 187 | 0.0% | 0.04% | +105.0% |
Q3 2018 | $32,000 | +3.2% | 187 | -1.6% | 0.02% | +5.3% |
Q2 2018 | $31,000 | 0.0% | 190 | 0.0% | 0.02% | 0.0% |
Q1 2018 | $31,000 | +3.3% | 190 | 0.0% | 0.02% | +5.6% |
Q4 2017 | $30,000 | +7.1% | 190 | 0.0% | 0.02% | 0.0% |
Q3 2017 | $28,000 | +3.7% | 190 | 0.0% | 0.02% | +5.9% |
Q2 2017 | $27,000 | 0.0% | 190 | 0.0% | 0.02% | 0.0% |
Q1 2017 | $27,000 | +8.0% | 190 | 0.0% | 0.02% | +13.3% |
Q4 2016 | $25,000 | +4.2% | 190 | 0.0% | 0.02% | +7.1% |
Q3 2016 | $24,000 | 0.0% | 190 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $24,000 | +33.3% | 190 | +26.7% | 0.01% | +27.3% |
Q1 2016 | $18,000 | 0.0% | 150 | 0.0% | 0.01% | +10.0% |
Q4 2015 | $18,000 | +5.9% | 150 | 0.0% | 0.01% | +11.1% |
Q3 2015 | $17,000 | -10.5% | 150 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $19,000 | 0.0% | 150 | 0.0% | 0.01% | +12.5% |
Q1 2015 | $19,000 | +5.6% | 150 | 0.0% | 0.01% | +14.3% |
Q4 2014 | $18,000 | 0.0% | 150 | 0.0% | 0.01% | 0.0% |
Q3 2014 | $18,000 | 0.0% | 150 | 0.0% | 0.01% | +16.7% |
Q2 2014 | $18,000 | +5.9% | 150 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $17,000 | – | 150 | – | 0.01% | – |
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% |