ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $150,380 | -3.7% | 614 | 0.0% | 0.02% | -5.0% |
Q2 2023 | $156,160 | +4.8% | 614 | -3.0% | 0.02% | 0.0% |
Q1 2023 | $148,994 | +6.7% | 633 | 0.0% | 0.02% | +17.6% |
Q4 2022 | $139,672 | -8.1% | 633 | -14.2% | 0.02% | -29.2% |
Q3 2022 | $152,000 | -6.7% | 738 | -2.0% | 0.02% | -4.0% |
Q2 2022 | $163,000 | -33.7% | 753 | -19.7% | 0.02% | -19.4% |
Q1 2022 | $246,000 | -32.8% | 938 | -28.8% | 0.03% | -27.9% |
Q4 2021 | $366,000 | +8.0% | 1,318 | -1.0% | 0.04% | +4.9% |
Q3 2021 | $339,000 | +12.3% | 1,331 | +12.9% | 0.04% | +2.5% |
Q2 2021 | $302,000 | -31.4% | 1,179 | -36.4% | 0.04% | -48.7% |
Q1 2021 | $440,000 | +6.0% | 1,854 | 0.0% | 0.08% | -7.1% |
Q4 2020 | $415,000 | +14.3% | 1,854 | +0.1% | 0.08% | -1.2% |
Q3 2020 | $363,000 | +16.3% | 1,853 | +6.7% | 0.08% | +10.4% |
Q2 2020 | $312,000 | +21.4% | 1,736 | +0.1% | 0.08% | +10.0% |
Q1 2020 | $257,000 | -7.2% | 1,734 | +18.0% | 0.07% | +4.5% |
Q4 2019 | $277,000 | -20.6% | 1,470 | -26.7% | 0.07% | -23.0% |
Q3 2019 | $349,000 | +36.9% | 2,005 | +35.5% | 0.09% | +27.9% |
Q2 2019 | $255,000 | +3.7% | 1,480 | +0.3% | 0.07% | +1.5% |
Q1 2019 | $246,000 | +156.2% | 1,476 | +124.7% | 0.07% | +148.1% |
Q4 2018 | $96,000 | -14.3% | 657 | +0.8% | 0.03% | -46.0% |
Q3 2018 | $112,000 | +6.7% | 652 | +0.3% | 0.05% | +4.2% |
Q2 2018 | $105,000 | +4.0% | 650 | +0.2% | 0.05% | 0.0% |
Q1 2018 | $101,000 | -1.0% | 649 | +0.2% | 0.05% | -15.8% |
Q4 2017 | $102,000 | +6.2% | 648 | +0.6% | 0.06% | -3.4% |
Q3 2017 | $96,000 | +4.3% | 644 | +0.3% | 0.06% | -1.7% |
Q2 2017 | $92,000 | +2.2% | 642 | 0.0% | 0.06% | +1.7% |
Q1 2017 | $90,000 | +5.9% | 642 | +0.3% | 0.06% | +1.7% |
Q4 2016 | $85,000 | +4.9% | 640 | +0.6% | 0.06% | +7.4% |
Q3 2016 | $81,000 | +2.5% | 636 | +0.5% | 0.05% | -5.3% |
Q2 2016 | $79,000 | +2.6% | 633 | 0.0% | 0.06% | 0.0% |
Q1 2016 | $77,000 | +1.3% | 633 | +0.8% | 0.06% | +1.8% |
Q4 2015 | $76,000 | -13.6% | 628 | -18.9% | 0.06% | -13.8% |
Q3 2015 | $88,000 | -14.6% | 774 | -7.2% | 0.06% | -14.5% |
Q2 2015 | $103,000 | 0.0% | 834 | +0.2% | 0.08% | 0.0% |
Q1 2015 | $103,000 | +2.0% | 832 | +0.4% | 0.08% | +1.3% |
Q4 2014 | $101,000 | +4.1% | 829 | +0.2% | 0.08% | +4.2% |
Q3 2014 | $97,000 | 0.0% | 827 | 0.0% | 0.07% | 0.0% |
Q2 2014 | $97,000 | +4.3% | 827 | 0.0% | 0.07% | +4.3% |
Q1 2014 | $93,000 | +1.1% | 827 | 0.0% | 0.07% | -6.8% |
Q4 2013 | $92,000 | – | 827 | – | 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% |