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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,316,000 | +12.7% | 13,896 | -0.7% | 0.93% | -0.2% |
| Q4 2018 | $2,055,000 | -15.7% | 13,987 | -1.2% | 0.93% | +4.2% |
| Q3 2018 | $2,439,000 | +4.3% | 14,156 | -1.8% | 0.90% | +8.3% |
| Q2 2018 | $2,339,000 | +3.8% | 14,412 | -0.0% | 0.83% | +0.6% |
| Q1 2018 | $2,253,000 | -7.7% | 14,413 | -6.6% | 0.82% | -7.1% |
| Q4 2017 | $2,442,000 | +4.2% | 15,437 | -1.7% | 0.88% | -2.7% |
| Q3 2017 | $2,344,000 | +0.5% | 15,705 | -3.1% | 0.91% | -4.2% |
| Q2 2017 | $2,333,000 | +2.8% | 16,200 | -0.1% | 0.95% | -4.3% |
| Q1 2017 | $2,269,000 | +8.4% | 16,218 | +3.0% | 0.99% | +0.9% |
| Q4 2016 | $2,094,000 | +1.9% | 15,747 | -1.8% | 0.98% | +3.9% |
| Q3 2016 | $2,055,000 | +3.2% | 16,030 | -0.1% | 0.95% | -7.6% |
| Q2 2016 | $1,991,000 | -10.5% | 16,054 | -12.7% | 1.02% | -11.6% |
| Q1 2016 | $2,224,000 | +0.4% | 18,399 | -0.1% | 1.16% | +1.8% |
| Q4 2015 | $2,215,000 | +1.7% | 18,409 | -3.7% | 1.14% | -5.9% |
| Q3 2015 | $2,177,000 | -12.1% | 19,119 | -4.3% | 1.21% | +2.3% |
| Q2 2015 | $2,477,000 | -1.3% | 19,976 | -1.4% | 1.18% | -0.8% |
| Q1 2015 | $2,509,000 | – | 20,255 | – | 1.19% | – |
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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% |