ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 316 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 1.16 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2019 | $21,391,000 | +1.3% | 133,368 | +9.7% | 0.14% | -7.5% |
Q3 2019 | $21,116,000 | +7.0% | 121,521 | +6.2% | 0.15% | +2.1% |
Q2 2019 | $19,741,000 | +5.9% | 114,467 | +2.4% | 0.14% | +0.7% |
Q1 2019 | $18,637,000 | +8.7% | 111,776 | -4.2% | 0.14% | -7.8% |
Q4 2018 | $17,140,000 | -15.1% | 116,617 | -0.5% | 0.15% | -8.9% |
Q3 2018 | $20,190,000 | +11.7% | 117,176 | +1.3% | 0.17% | 0.0% |
Q2 2018 | $18,079,000 | 0.0% | 115,687 | 0.0% | 0.17% | 0.0% |
Q1 2018 | $18,079,000 | +9.4% | 115,687 | +10.8% | 0.17% | +7.0% |
Q4 2017 | $16,520,000 | +108.6% | 104,449 | +96.9% | 0.16% | +83.7% |
Q3 2017 | $7,919,000 | +57.7% | 53,047 | +52.2% | 0.09% | +45.8% |
Q2 2017 | $5,021,000 | -0.6% | 34,856 | -3.4% | 0.06% | -7.8% |
Q1 2017 | $5,049,000 | +14.8% | 36,095 | +8.8% | 0.06% | +4.9% |
Q4 2016 | $4,400,000 | -38.2% | 33,170 | -40.3% | 0.06% | -43.0% |
Q3 2016 | $7,123,000 | +77.7% | 55,579 | +71.9% | 0.11% | +67.2% |
Q2 2016 | $4,009,000 | +9.6% | 32,325 | +6.8% | 0.06% | 0.0% |
Q1 2016 | $3,658,000 | 0.0% | 30,266 | -0.5% | 0.06% | -5.9% |
Q4 2015 | $3,658,000 | +10.8% | 30,413 | +4.9% | 0.07% | 0.0% |
Q3 2015 | $3,302,000 | -16.7% | 28,989 | -9.4% | 0.07% | -6.8% |
Q2 2015 | $3,966,000 | +11.6% | 31,981 | +11.4% | 0.07% | +7.4% |
Q1 2015 | $3,555,000 | -31.9% | 28,706 | -32.8% | 0.07% | -41.4% |
Q4 2014 | $5,223,000 | +266.8% | 42,710 | +250.3% | 0.12% | +197.4% |
Q3 2014 | $1,424,000 | +2.9% | 12,191 | +3.7% | 0.04% | +2.6% |
Q2 2014 | $1,384,000 | +1.1% | 11,757 | -3.5% | 0.04% | -5.0% |
Q1 2014 | $1,369,000 | +3.5% | 12,187 | +1.9% | 0.04% | -2.4% |
Q4 2013 | $1,323,000 | +10.0% | 11,960 | +0.6% | 0.04% | 0.0% |
Q3 2013 | $1,203,000 | +19.8% | 11,890 | +14.2% | 0.04% | +13.9% |
Q2 2013 | $1,004,000 | – | 10,412 | – | 0.04% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evensky & Katz LLC | 1,238,084 | $153,497,000 | 40.36% |
SCS Capital Management LLC | 5,542,995 | $687,221,000 | 36.96% |
Tanglewood Wealth Management, Inc. | 641,631 | $79,549,000 | 34.95% |
GM Advisory Group, LLC | 245,598 | $30,449,000 | 12.00% |
PITCAIRN CO | 835,735 | $103,615,000 | 11.97% |
Wind River Trust Co | 189,135 | $23,449,000 | 11.38% |
Stairway Partners, LLC | 212,328 | $26,324,000 | 11.34% |
Capital Analysts, LLC | 386,348 | $47,899,527,000 | 9.80% |
McCutchen Group LLC | 140,790 | $17,455,000 | 8.20% |
BRIGHTON JONES LLC | 279,110 | $34,604,000 | 7.90% |