ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 426 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $210,000 | -5.0% | 757 | -12.7% | 0.02% | -12.0% |
| Q3 2021 | $221,000 | -0.5% | 867 | 0.0% | 0.02% | -7.4% |
| Q2 2021 | $222,000 | +7.8% | 867 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $206,000 | -5.9% | 867 | -28.6% | 0.03% | -30.8% |
| Q2 2020 | $219,000 | -12.0% | 1,214 | -27.7% | 0.04% | -30.4% |
| Q1 2020 | $249,000 | -22.7% | 1,678 | -1.8% | 0.06% | 0.0% |
| Q4 2019 | $322,000 | -3.9% | 1,709 | -7.7% | 0.06% | -6.7% |
| Q3 2019 | $335,000 | +7.0% | 1,851 | 0.0% | 0.06% | +3.4% |
| Q2 2019 | $313,000 | -10.6% | 1,851 | -11.7% | 0.06% | -12.1% |
| Q1 2019 | $350,000 | +4.2% | 2,097 | 0.0% | 0.07% | -2.9% |
| Q4 2018 | $336,000 | -3.4% | 2,097 | 0.0% | 0.07% | +11.5% |
| Q3 2018 | $348,000 | +2.4% | 2,097 | 0.0% | 0.06% | -4.7% |
| Q2 2018 | $340,000 | +3.7% | 2,097 | 0.0% | 0.06% | -8.6% |
| Q1 2018 | $328,000 | – | 2,097 | – | 0.07% | – |
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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% |