ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $335,000 | +13.9% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $294,000 | +8.9% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q2 2020 | $270,000 | +21.6% | 1,500 | 0.0% | 0.02% | +6.7% |
| Q1 2020 | $222,000 | -21.6% | 1,500 | 0.0% | 0.02% | -6.2% |
| Q4 2019 | $283,000 | +8.4% | 1,500 | 0.0% | 0.02% | 0.0% |
| Q3 2019 | $261,000 | +0.8% | 1,500 | 0.0% | 0.02% | -15.8% |
| Q2 2019 | $259,000 | -46.4% | 1,500 | -48.3% | 0.02% | -47.2% |
| Q1 2019 | $483,000 | +13.4% | 2,900 | 0.0% | 0.04% | +9.1% |
| Q4 2018 | $426,000 | -36.6% | 2,900 | -25.6% | 0.03% | -32.7% |
| Q3 2018 | $672,000 | +6.2% | 3,900 | 0.0% | 0.05% | 0.0% |
| Q2 2018 | $633,000 | +3.8% | 3,900 | 0.0% | 0.05% | +2.1% |
| Q1 2018 | $610,000 | -1.1% | 3,900 | 0.0% | 0.05% | -2.0% |
| Q4 2017 | $617,000 | +112.8% | 3,900 | +78.7% | 0.05% | +69.0% |
| Q4 2016 | $290,000 | +16.5% | 2,183 | +12.4% | 0.03% | +3.6% |
| Q3 2016 | $249,000 | +3.3% | 1,943 | 0.0% | 0.03% | -6.7% |
| Q2 2016 | $241,000 | +2.6% | 1,943 | 0.0% | 0.03% | +3.4% |
| Q1 2016 | $235,000 | -17.3% | 1,943 | -17.6% | 0.03% | -19.4% |
| Q4 2015 | $284,000 | – | 2,358 | – | 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% |