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 2018 | $973,000 | -4.3% | 6,229 | -3.1% | 0.80% | +4.6% |
| Q4 2017 | $1,017,000 | +4.4% | 6,431 | -1.5% | 0.76% | -5.7% |
| Q3 2017 | $974,000 | -0.7% | 6,529 | -4.2% | 0.81% | -1.8% |
| Q2 2017 | $981,000 | -15.1% | 6,815 | -17.6% | 0.83% | -37.2% |
| Q1 2017 | $1,156,000 | +5.2% | 8,266 | 0.0% | 1.32% | +49.5% |
| Q4 2016 | $1,099,000 | – | 8,266 | – | 0.88% | – |
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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% |