ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $64,000 | +1500.0% | 252 | +1475.0% | 0.00% | – |
| Q4 2020 | $4,000 | -93.0% | 16 | -94.5% | 0.00% | – |
| Q3 2020 | $57,000 | -90.6% | 293 | -91.3% | 0.00% | – |
| Q2 2020 | $605,000 | +1187.2% | 3,360 | +1121.8% | 0.00% | – |
| Q3 2019 | $47,000 | -78.9% | 275 | -78.8% | 0.00% | – |
| Q2 2019 | $223,000 | -69.2% | 1,296 | -69.1% | 0.00% | – |
| Q3 2018 | $723,000 | +5.4% | 4,197 | -0.8% | 0.00% | – |
| Q2 2018 | $686,000 | -30.1% | 4,229 | -32.7% | 0.00% | – |
| Q1 2018 | $982,000 | -94.8% | 6,287 | -95.9% | 0.00% | -100.0% |
| Q4 2014 | $18,959,000 | +25.8% | 155,040 | +20.1% | 0.01% | +33.3% |
| Q3 2014 | $15,075,000 | -0.5% | 129,081 | +0.3% | 0.01% | -10.0% |
| Q2 2014 | $15,154,000 | +116469.2% | 128,712 | +108061.3% | 0.01% | – |
| Q1 2014 | $13,000 | – | 119 | – | 0.00% | – |
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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% |