ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 468 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $13,000 | -95.7% | 61 | -94.7% | 0.01% | -85.5% |
| Q1 2022 | $304,000 | -10.3% | 1,157 | -5.3% | 0.07% | -4.2% |
| Q4 2021 | $339,000 | +14.9% | 1,222 | +5.6% | 0.07% | +9.1% |
| Q3 2021 | $295,000 | -0.3% | 1,157 | 0.0% | 0.07% | -1.5% |
| Q2 2021 | $296,000 | +8.0% | 1,157 | 0.0% | 0.07% | -1.5% |
| Q1 2021 | $274,000 | -19.2% | 1,157 | -23.7% | 0.07% | +9.7% |
| Q4 2020 | $339,000 | -3.7% | 1,516 | -15.8% | 0.06% | -16.2% |
| Q3 2020 | $352,000 | +86.2% | 1,800 | +71.4% | 0.07% | +80.5% |
| Q2 2020 | $189,000 | -53.2% | 1,050 | -61.4% | 0.04% | -61.0% |
| Q1 2020 | $404,000 | -20.9% | 2,723 | +0.3% | 0.10% | -3.7% |
| Q4 2019 | $511,000 | +25.2% | 2,716 | +15.7% | 0.11% | +51.4% |
| Q3 2019 | $408,000 | +1.0% | 2,348 | -5.7% | 0.07% | -21.7% |
| Q2 2019 | $404,000 | +3.3% | 2,490 | +6.1% | 0.09% | +24.3% |
| Q1 2019 | $391,000 | -79.1% | 2,347 | -81.5% | 0.07% | -81.6% |
| Q4 2018 | $1,869,000 | +327.7% | 12,720 | +403.0% | 0.40% | +358.0% |
| Q3 2018 | $437,000 | -8.4% | 2,529 | -14.0% | 0.09% | -14.6% |
| Q2 2018 | $477,000 | +1.3% | 2,940 | -2.3% | 0.10% | -1.9% |
| Q1 2018 | $471,000 | +3.1% | 3,010 | +4.3% | 0.10% | -2.8% |
| Q4 2017 | $457,000 | – | 2,887 | – | 0.11% | – |
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% |