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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,207 | -40.5% | 33,489 | -38.2% | 0.04% | -40.8% |
| Q2 2023 | $13,787 | -6.4% | 54,179 | -13.4% | 0.08% | -26.9% |
| Q1 2023 | $14,730 | -3.7% | 62,571 | -9.7% | 0.10% | +4.0% |
| Q4 2022 | $15,300 | -99.9% | 69,329 | -5.3% | 0.10% | -13.0% |
| Q3 2022 | $15,150,000 | +185.7% | 73,175 | +199.9% | 0.12% | +187.5% |
| Q2 2022 | $5,303,000 | -47.4% | 24,396 | -36.5% | 0.04% | -43.7% |
| Q1 2022 | $10,076,000 | -4.1% | 38,404 | +1.4% | 0.07% | -6.6% |
| Q4 2021 | $10,508,000 | +24.4% | 37,868 | +14.3% | 0.08% | +13.4% |
| Q3 2021 | $8,444,000 | +6.1% | 33,132 | +6.5% | 0.07% | 0.0% |
| Q2 2021 | $7,962,000 | +33.4% | 31,114 | +23.7% | 0.07% | +17.5% |
| Q1 2021 | $5,969,000 | +19.6% | 25,162 | +12.7% | 0.06% | +7.5% |
| Q4 2020 | $4,992,000 | +34.0% | 22,332 | +17.3% | 0.05% | +12.8% |
| Q3 2020 | $3,725,000 | -35.9% | 19,031 | -41.0% | 0.05% | -39.7% |
| Q2 2020 | $5,808,000 | +14.6% | 32,254 | -5.6% | 0.08% | -10.3% |
| Q1 2020 | $5,068,000 | -55.4% | 34,170 | -43.3% | 0.09% | -46.6% |
| Q4 2019 | $11,357,000 | +50.7% | 60,253 | +39.0% | 0.16% | +34.7% |
| Q3 2019 | $7,535,000 | +1.9% | 43,359 | +1.1% | 0.12% | +14.2% |
| Q2 2019 | $7,391,000 | -26.7% | 42,882 | -29.1% | 0.11% | -32.1% |
| Q1 2019 | $10,077,000 | +153.4% | 60,448 | +123.4% | 0.16% | +119.7% |
| Q4 2018 | $3,976,000 | +1.9% | 27,061 | +19.5% | 0.07% | +7.6% |
| Q3 2018 | $3,903,000 | +73.2% | 22,651 | +63.1% | 0.07% | +34.7% |
| Q2 2018 | $2,254,000 | +68.6% | 13,886 | +62.4% | 0.05% | +75.0% |
| Q1 2018 | $1,337,000 | +2.4% | 8,549 | +3.5% | 0.03% | +12.0% |
| Q4 2017 | $1,306,000 | +33.9% | 8,256 | +26.5% | 0.02% | +25.0% |
| Q3 2017 | $975,000 | +27.3% | 6,528 | +22.7% | 0.02% | +33.3% |
| Q2 2017 | $766,000 | – | 5,320 | – | 0.02% | – |
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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% |