ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 421 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.31 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,143 | -3.7% | 376 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $95,685 | +8.1% | 376 | 0.0% | 0.03% | +8.0% |
| Q1 2023 | $88,515 | +6.7% | 376 | 0.0% | 0.02% | +8.7% |
| Q4 2022 | $82,976 | +6.4% | 376 | 0.0% | 0.02% | +15.0% |
| Q3 2022 | $78,000 | -4.9% | 376 | 0.0% | 0.02% | -4.8% |
| Q2 2022 | $82,000 | -17.2% | 376 | 0.0% | 0.02% | -4.5% |
| Q1 2022 | $99,000 | -4.8% | 376 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $104,000 | +8.3% | 376 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $96,000 | 0.0% | 376 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $96,000 | +7.9% | 376 | 0.0% | 0.02% | +4.8% |
| Q1 2021 | $89,000 | +6.0% | 376 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $84,000 | +13.5% | 376 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $74,000 | +8.8% | 376 | 0.0% | 0.02% | +5.0% |
| Q2 2020 | $68,000 | +21.4% | 376 | 0.0% | 0.02% | +5.3% |
| Q1 2020 | $56,000 | -21.1% | 376 | 0.0% | 0.02% | -5.0% |
| Q4 2019 | $71,000 | +9.2% | 376 | 0.0% | 0.02% | +5.3% |
| Q3 2019 | $65,000 | 0.0% | 376 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $65,000 | +3.2% | 376 | 0.0% | 0.02% | -5.0% |
| Q1 2019 | $63,000 | +14.5% | 376 | 0.0% | 0.02% | +5.3% |
| Q4 2018 | $55,000 | -15.4% | 376 | 0.0% | 0.02% | -17.4% |
| Q3 2018 | $65,000 | +1.6% | 376 | -4.6% | 0.02% | -8.0% |
| Q2 2018 | $64,000 | +3.2% | 394 | 0.0% | 0.02% | +4.2% |
| Q1 2018 | $62,000 | 0.0% | 394 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $62,000 | +5.1% | 394 | 0.0% | 0.02% | 0.0% |
| Q3 2017 | $59,000 | +3.5% | 394 | 0.0% | 0.02% | -4.0% |
| Q2 2017 | $57,000 | +3.6% | 394 | 0.0% | 0.02% | -3.8% |
| Q1 2017 | $55,000 | +5.8% | 394 | 0.0% | 0.03% | +4.0% |
| Q4 2016 | $52,000 | +2.0% | 394 | 0.0% | 0.02% | -3.8% |
| Q3 2016 | $51,000 | +4.1% | 394 | 0.0% | 0.03% | +4.0% |
| Q2 2016 | $49,000 | -12.5% | 394 | -15.6% | 0.02% | -16.7% |
| Q1 2016 | $56,000 | 0.0% | 467 | 0.0% | 0.03% | -6.2% |
| Q4 2015 | $56,000 | -5.1% | 467 | -9.3% | 0.03% | -5.9% |
| Q3 2015 | $59,000 | -7.8% | 515 | 0.0% | 0.03% | -8.1% |
| Q2 2015 | $64,000 | 0.0% | 515 | 0.0% | 0.04% | -2.6% |
| Q1 2015 | $64,000 | +1.6% | 515 | 0.0% | 0.04% | -2.6% |
| Q4 2014 | $63,000 | +5.0% | 515 | 0.0% | 0.04% | -2.5% |
| Q3 2014 | $60,000 | -1.6% | 515 | 0.0% | 0.04% | -2.4% |
| Q2 2014 | $61,000 | +5.2% | 515 | 0.0% | 0.04% | 0.0% |
| Q1 2014 | $58,000 | -9.4% | 515 | -11.1% | 0.04% | -6.8% |
| Q4 2013 | $64,000 | – | 579 | – | 0.04% | – |
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% |