ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 234 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.73 and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $242,000 | -18.5% | 945 | -45.2% | 0.02% | -61.1% |
| Q3 2018 | $297,000 | -25.0% | 1,724 | -29.3% | 0.05% | -28.0% |
| Q2 2018 | $396,000 | -66.2% | 2,437 | -67.5% | 0.08% | -67.4% |
| Q1 2018 | $1,171,000 | +45.8% | 7,488 | +47.5% | 0.23% | +42.9% |
| Q4 2017 | $803,000 | +7.1% | 5,078 | +1.0% | 0.16% | +3.2% |
| Q3 2017 | $750,000 | +9.0% | 5,027 | +5.3% | 0.16% | -22.8% |
| Q2 2017 | $688,000 | -3.2% | 4,776 | -6.0% | 0.20% | -8.6% |
| Q1 2017 | $711,000 | +21.5% | 5,083 | +15.6% | 0.22% | +18.8% |
| Q4 2016 | $585,000 | +3.2% | 4,397 | -0.6% | 0.19% | +0.5% |
| Q3 2016 | $567,000 | -55.3% | 4,425 | -56.8% | 0.18% | -58.1% |
| Q2 2016 | $1,269,000 | +3.8% | 10,234 | +1.2% | 0.44% | +820.8% |
| Q1 2016 | $1,222,000 | -4.6% | 10,109 | +0.8% | 0.05% | -89.0% |
| Q4 2015 | $1,281,000 | -7.6% | 10,025 | -17.7% | 0.44% | -13.7% |
| Q3 2015 | $1,387,000 | -9.0% | 12,176 | -0.9% | 0.50% | +15.3% |
| Q2 2015 | $1,524,000 | +6.1% | 12,292 | +5.9% | 0.44% | +1.2% |
| Q1 2015 | $1,437,000 | +6.1% | 11,607 | +4.8% | 0.43% | -15.0% |
| Q4 2014 | $1,354,000 | +5.0% | 11,075 | +0.4% | 0.51% | +10.0% |
| Q3 2014 | $1,289,000 | -6.9% | 11,036 | -6.2% | 0.46% | -17.4% |
| Q2 2014 | $1,385,000 | +8.5% | 11,760 | +3.5% | 0.56% | +15.5% |
| Q1 2014 | $1,276,000 | – | 11,361 | – | 0.48% | – |
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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% |