ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 427 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.28 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $137,234 | -3.7% | 560 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $142,509 | +152.2% | 560 | +133.3% | 0.03% | +146.2% |
| Q1 2023 | $56,498 | +6.7% | 240 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $52,963 | +5.9% | 240 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $50,000 | -3.8% | 240 | 0.0% | 0.01% | +8.3% |
| Q2 2022 | $52,000 | -17.5% | 240 | 0.0% | 0.01% | -7.7% |
| Q1 2022 | $63,000 | -6.0% | 240 | 0.0% | 0.01% | +8.3% |
| Q4 2021 | $67,000 | +9.8% | 240 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $61,000 | 0.0% | 240 | 0.0% | 0.01% | +9.1% |
| Q2 2021 | $61,000 | +7.0% | 240 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $57,000 | +5.6% | 240 | 0.0% | 0.01% | +10.0% |
| Q4 2020 | $54,000 | +14.9% | 240 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $47,000 | +9.3% | 240 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $43,000 | +19.4% | 240 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $36,000 | -20.0% | 240 | 0.0% | 0.01% | +11.1% |
| Q4 2019 | $45,000 | +9.8% | 240 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $41,000 | +2.5% | 240 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $40,000 | +14.3% | 240 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $35,000 | -14.6% | 240 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $41,000 | +5.1% | 240 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $39,000 | +2.6% | 240 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $38,000 | 0.0% | 240 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $38,000 | +5.6% | 240 | 0.0% | 0.01% | -9.1% |
| Q3 2017 | $36,000 | +2.9% | 240 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $35,000 | +2.9% | 240 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $34,000 | +6.2% | 240 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $32,000 | +3.2% | 240 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $31,000 | +3.3% | 240 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $30,000 | +3.4% | 240 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $29,000 | 0.0% | 240 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $29,000 | +7.4% | 240 | 0.0% | 0.01% | +10.0% |
| Q3 2015 | $27,000 | -10.0% | 240 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $30,000 | 0.0% | 240 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $30,000 | +3.4% | 240 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $29,000 | +3.6% | 240 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $28,000 | 0.0% | 240 | 0.0% | 0.01% | +11.1% |
| Q2 2014 | $28,000 | +3.7% | 240 | 0.0% | 0.01% | -10.0% |
| Q1 2014 | $27,000 | 0.0% | 240 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $27,000 | +12.5% | 240 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $24,000 | +4.3% | 240 | 0.0% | 0.01% | +11.1% |
| Q2 2013 | $23,000 | – | 240 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Evensky & Katz LLC | 1,196,624 | $143,965,000 | 34.48% |
| SCS Capital Management LLC | 5,359,766 | $644,833,000 | 28.86% |
| Tanglewood Wealth Management, Inc. | 541,936 | $65,200,000 | 25.83% |
| PITCAIRN CO | 1,012,359 | $121,797,000 | 13.53% |
| Wind River Trust Co | 158,385 | $19,055,000 | 13.25% |
| GM Advisory Group, LLC | 211,036 | $25,390,000 | 12.75% |
| Stairway Partners, LLC | 207,189 | $24,927,000 | 11.34% |
| Compass Financial Group, Inc. | 95,386 | $11,476,000 | 11.28% |
| Threshold Group LLC | 62,380 | $7,505,000 | 9.93% |
| McCutchen Group LLC | 150,169 | $18,067,000 | 9.11% |