ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 313 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.05 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,377,531 | -3.7% | 30,105 | -0.0% | 0.03% | 0.0% |
| Q2 2023 | $7,662,902 | +7.5% | 30,112 | -0.6% | 0.03% | +3.6% |
| Q1 2023 | $7,131,040 | -49.7% | 30,292 | -54.5% | 0.03% | -3.4% |
| Q4 2022 | $14,182,190 | +114.6% | 66,597 | +108.6% | 0.03% | 0.0% |
| Q3 2022 | $6,609,000 | +22689.7% | 31,919 | +145.8% | 0.03% | – |
| Q2 2022 | $29,000 | -96.2% | 12,987 | +148.5% | 0.00% | -100.0% |
| Q4 2018 | $768,000 | +71.0% | 5,227 | +54.6% | 0.00% | +33.3% |
| Q4 2016 | $449,000 | -3.0% | 3,380 | -6.4% | 0.00% | 0.0% |
| Q3 2016 | $463,000 | +2.0% | 3,610 | -1.4% | 0.00% | 0.0% |
| Q2 2016 | $454,000 | -63.8% | 3,662 | -64.7% | 0.00% | -62.5% |
| Q1 2016 | $1,255,000 | +255.5% | 10,380 | +254.3% | 0.01% | +300.0% |
| Q4 2015 | $353,000 | +19.7% | 2,930 | +13.2% | 0.00% | 0.0% |
| Q3 2015 | $295,000 | +8.5% | 2,589 | +18.1% | 0.00% | 0.0% |
| Q2 2015 | $272,000 | -6.2% | 2,193 | -6.2% | 0.00% | 0.0% |
| Q1 2015 | $290,000 | -97.3% | 2,339 | -97.3% | 0.00% | -97.0% |
| Q4 2014 | $10,619,000 | +4.4% | 86,830 | -0.3% | 0.07% | +1.5% |
| Q3 2014 | $10,172,000 | – | 87,089 | – | 0.06% | – |
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% |