ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 495 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.43 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $688,000 | +14.1% | 2,690 | +5.8% | 0.03% | +4.0% |
| Q1 2021 | $603,000 | +4.9% | 2,542 | -1.2% | 0.02% | 0.0% |
| Q4 2020 | $575,000 | -26.1% | 2,573 | -35.3% | 0.02% | -34.2% |
| Q3 2020 | $778,000 | +13.4% | 3,975 | +4.3% | 0.04% | 0.0% |
| Q2 2020 | $686,000 | +21.4% | 3,812 | 0.0% | 0.04% | +2.7% |
| Q1 2020 | $565,000 | +51.5% | 3,812 | +92.4% | 0.04% | +85.0% |
| Q4 2019 | $373,000 | -43.5% | 1,981 | -47.9% | 0.02% | -47.4% |
| Q3 2019 | $660,000 | +94.1% | 3,799 | +92.4% | 0.04% | +90.0% |
| Q2 2019 | $340,000 | +14.9% | 1,975 | +11.3% | 0.02% | +11.1% |
| Q1 2019 | $296,000 | +21.3% | 1,774 | +7.0% | 0.02% | 0.0% |
| Q4 2018 | $244,000 | – | 1,658 | – | 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% |