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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $2,842,000 | +4.4% | 17,512 | +0.5% | 0.25% | -0.8% |
| Q1 2018 | $2,723,000 | -2.1% | 17,422 | -0.9% | 0.26% | -6.2% |
| Q4 2017 | $2,780,000 | +10.3% | 17,578 | +4.0% | 0.27% | -0.4% |
| Q3 2017 | $2,521,000 | +1.2% | 16,894 | -2.3% | 0.27% | -3.5% |
| Q2 2017 | $2,490,000 | +6.6% | 17,295 | +3.5% | 0.28% | -0.7% |
| Q1 2017 | $2,336,000 | -2.5% | 16,703 | -7.4% | 0.29% | -7.1% |
| Q4 2016 | $2,397,000 | – | 18,030 | – | 0.31% | – |
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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% |