ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 426 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,695,524 | +2.2% | 5,493 | -0.6% | 0.19% | +1.6% |
| Q1 2024 | $1,658,542 | +4.8% | 5,527 | -4.4% | 0.19% | -1.6% |
| Q4 2023 | $1,583,038 | +104047.2% | 5,783 | -1.7% | 0.19% | -10.6% |
| Q3 2023 | $1,520 | +4.4% | 5,883 | +1.7% | 0.22% | +9.6% |
| Q2 2023 | $1,456 | +7.1% | 5,783 | 0.0% | 0.20% | +3.7% |
| Q1 2023 | $1,359 | +6.5% | 5,783 | 0.0% | 0.19% | +9.2% |
| Q4 2022 | $1,276 | -99.9% | 5,783 | 0.0% | 0.17% | -7.9% |
| Q3 2022 | $1,213,000 | -6.1% | 5,783 | 0.0% | 0.19% | -1.6% |
| Q2 2022 | $1,292,000 | -21.4% | 5,783 | -6.5% | 0.19% | -12.3% |
| Q1 2022 | $1,643,000 | -4.8% | 6,183 | 0.0% | 0.22% | -2.2% |
| Q4 2021 | $1,726,000 | +8.3% | 6,183 | 0.0% | 0.22% | +4.7% |
| Q3 2021 | $1,594,000 | -12.8% | 6,183 | -13.3% | 0.21% | -17.4% |
| Q2 2021 | $1,827,000 | +11.7% | 7,131 | 0.0% | 0.26% | +1.2% |
| Q1 2021 | $1,636,000 | 0.0% | 7,131 | 0.0% | 0.26% | 0.0% |
| Q4 2020 | $1,636,000 | +17.2% | 7,131 | 0.0% | 0.26% | +2.4% |
| Q3 2020 | $1,396,000 | +10.3% | 7,131 | 0.0% | 0.25% | +2.5% |
| Q2 2020 | $1,266,000 | -47.6% | 7,131 | -50.0% | 0.24% | +26.4% |
| Q1 2020 | $2,418,000 | +79.9% | 14,262 | +100.0% | 0.19% | +14.9% |
| Q4 2019 | $1,344,000 | +4.8% | 7,131 | -3.9% | 0.17% | -23.3% |
| Q3 2019 | $1,283,000 | +0.3% | 7,420 | 0.0% | 0.22% | +0.5% |
| Q2 2019 | $1,279,000 | +3.4% | 7,420 | 0.0% | 0.22% | +7.9% |
| Q1 2019 | $1,237,000 | +14.5% | 7,420 | 0.0% | 0.20% | -0.5% |
| Q4 2018 | $1,080,000 | -15.5% | 7,420 | 0.0% | 0.20% | -6.0% |
| Q3 2018 | $1,278,000 | +2.6% | 7,420 | -3.4% | 0.22% | +2.4% |
| Q2 2018 | $1,246,000 | +3.1% | 7,680 | -0.6% | 0.21% | +2.4% |
| Q1 2018 | $1,209,000 | -10.4% | 7,730 | -9.4% | 0.21% | -12.3% |
| Q4 2017 | $1,350,000 | +5.0% | 8,533 | -1.0% | 0.24% | +1.3% |
| Q3 2017 | $1,286,000 | -18.1% | 8,618 | -21.1% | 0.23% | -22.1% |
| Q2 2017 | $1,571,000 | +2.7% | 10,920 | +0.0% | 0.30% | +2.1% |
| Q1 2017 | $1,530,000 | +4.9% | 10,919 | -0.4% | 0.29% | -1.7% |
| Q4 2016 | $1,458,000 | -6.4% | 10,964 | -10.4% | 0.30% | -9.2% |
| Q3 2016 | $1,557,000 | +3.7% | 12,238 | -0.4% | 0.33% | -0.3% |
| Q2 2016 | $1,502,000 | +1.0% | 12,292 | 0.0% | 0.33% | +2.2% |
| Q1 2016 | $1,487,000 | -0.3% | 12,292 | +0.0% | 0.32% | -6.4% |
| Q4 2015 | $1,492,000 | +7.5% | 12,291 | -1.0% | 0.34% | +0.9% |
| Q3 2015 | $1,388,000 | -12.3% | 12,412 | -3.1% | 0.34% | -0.9% |
| Q2 2015 | $1,583,000 | -7.0% | 12,811 | -6.0% | 0.34% | -9.3% |
| Q1 2015 | $1,702,000 | +1.2% | 13,623 | 0.0% | 0.38% | +8.3% |
| Q4 2014 | $1,682,000 | +5.3% | 13,623 | +0.0% | 0.35% | +0.9% |
| Q3 2014 | $1,597,000 | -2.0% | 13,622 | -1.6% | 0.35% | -3.9% |
| Q2 2014 | $1,629,000 | +5.7% | 13,848 | +0.0% | 0.36% | +13.6% |
| Q1 2014 | $1,541,000 | +0.9% | 13,846 | 0.0% | 0.32% | +7.8% |
| Q4 2013 | $1,527,000 | +8.6% | 13,846 | +0.0% | 0.29% | -3.0% |
| Q3 2013 | $1,406,000 | – | 13,845 | – | 0.30% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| SCS Capital Management LLC | 3,828,709 | $659,686,000 | 22.50% |
| STRATEGIC INVESTMENT MANAGEMENT, LLC | 2,258,160 | $389,080,000 | 21.83% |
| Sigma Investment Management Co | 149,921 | $25,831,000 | 21.02% |
| TLWM | 200,384 | $34,530,000 | 20.10% |
| Evensky & Katz LLC | 643,806 | $110,927,000 | 16.41% |
| SENTINEL TRUST CO LBA | 402,440 | $69,341,000 | 15.04% |
| PITCAIRN CO | 840,945 | $144,895,000 | 15.02% |
| Compass Financial Group, Inc. | 76,883 | $13,247,000 | 14.48% |
| Tanglewood Wealth Management, Inc. | 265,355 | $45,721,000 | 12.92% |
| Wechter Feldman Wealth Management, Inc. | 115,377 | $19,879,000 | 12.15% |