ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 354 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $341,000 | +6.6% | 1,977 | +0.1% | 0.07% | -7.7% |
| Q2 2018 | $320,000 | +3.6% | 1,975 | 0.0% | 0.08% | 0.0% |
| Q1 2018 | $309,000 | -1.6% | 1,975 | -0.4% | 0.08% | +8.3% |
| Q4 2017 | $314,000 | +6.4% | 1,983 | +0.3% | 0.07% | -5.3% |
| Q3 2017 | $295,000 | +3.9% | 1,978 | +0.2% | 0.08% | -7.3% |
| Q2 2017 | $284,000 | +2.9% | 1,975 | 0.0% | 0.08% | -9.9% |
| Q1 2017 | $276,000 | +5.3% | 1,975 | +0.1% | 0.09% | -14.2% |
| Q4 2016 | $262,000 | +4.0% | 1,973 | +0.3% | 0.11% | -5.4% |
| Q3 2016 | $252,000 | +3.3% | 1,967 | +0.2% | 0.11% | +8.7% |
| Q2 2016 | $244,000 | +3.0% | 1,964 | 0.0% | 0.10% | -1.9% |
| Q1 2016 | $237,000 | +28.1% | 1,964 | +27.5% | 0.10% | +12.9% |
| Q4 2015 | $185,000 | +5.7% | 1,540 | +0.1% | 0.09% | -6.1% |
| Q3 2015 | $175,000 | -7.9% | 1,538 | +0.2% | 0.10% | -5.7% |
| Q2 2015 | $190,000 | -50.0% | 1,535 | -49.9% | 0.10% | -2.8% |
| Q1 2015 | $380,000 | +103.2% | 3,064 | +100.4% | 0.11% | +1.9% |
| Q4 2014 | $187,000 | +5.1% | 1,529 | +0.1% | 0.11% | -1.9% |
| Q3 2014 | $178,000 | -1.1% | 1,527 | +0.1% | 0.11% | -1.8% |
| Q2 2014 | $180,000 | +68.2% | 1,525 | +60.5% | 0.11% | +54.9% |
| Q1 2014 | $107,000 | 0.0% | 950 | -2.1% | 0.07% | -2.7% |
| Q4 2013 | $107,000 | – | 970 | – | 0.07% | – |
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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% |