ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 427 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2021 | $40,000 | -16.7% | 146 | -23.2% | 0.00% | -33.3% |
Q3 2021 | $48,000 | +23.1% | 190 | +21.8% | 0.00% | +50.0% |
Q2 2021 | $39,000 | +5.4% | 156 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $37,000 | +8.8% | 156 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $34,000 | +13.3% | 156 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $30,000 | +3.4% | 156 | -5.5% | 0.00% | 0.0% |
Q2 2020 | $29,000 | +20.8% | 165 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $24,000 | -22.6% | 165 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $31,000 | +106.7% | 165 | +81.3% | 0.00% | +100.0% |
Q3 2019 | $15,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $15,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $15,000 | -57.1% | 91 | -61.6% | 0.00% | -75.0% |
Q4 2018 | $35,000 | +133.3% | 237 | +160.4% | 0.00% | +100.0% |
Q3 2018 | $15,000 | +7.1% | 91 | 0.0% | 0.00% | +100.0% |
Q2 2018 | $14,000 | 0.0% | 91 | 0.0% | 0.00% | -50.0% |
Q1 2018 | $14,000 | 0.0% | 91 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $14,000 | +7.7% | 91 | 0.0% | 0.00% | +100.0% |
Q3 2017 | $13,000 | 0.0% | 91 | 0.0% | 0.00% | -50.0% |
Q2 2017 | $13,000 | +8.3% | 91 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $12,000 | -42.9% | 91 | -43.5% | 0.00% | -33.3% |
Q4 2016 | $21,000 | +5.0% | 161 | 0.0% | 0.00% | 0.0% |
Q3 2016 | $20,000 | +5.3% | 161 | 0.0% | 0.00% | 0.0% |
Q2 2016 | $19,000 | 0.0% | 161 | 0.0% | 0.00% | -25.0% |
Q1 2016 | $19,000 | – | 161 | – | 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% |