ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 468 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.19 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $746,340 | -30.3% | 3,382 | -12.4% | 0.01% | 0.0% |
Q4 2021 | $1,071,000 | +236.8% | 3,859 | +171.0% | 0.01% | +150.0% |
Q4 2020 | $318,000 | -17.8% | 1,424 | -30.6% | 0.00% | 0.0% |
Q4 2019 | $387,000 | +53.6% | 2,053 | +41.6% | 0.00% | +100.0% |
Q3 2019 | $252,000 | -96.8% | 1,450 | -97.3% | 0.00% | -97.7% |
Q4 2018 | $7,953,000 | +1409.1% | 54,132 | +1525.1% | 0.04% | +2100.0% |
Q4 2017 | $527,000 | +36.5% | 3,331 | +14.7% | 0.00% | 0.0% |
Q4 2016 | $386,000 | -90.2% | 2,903 | -91.1% | 0.00% | -87.5% |
Q4 2015 | $3,936,000 | +65.0% | 32,718 | +67.8% | 0.02% | +100.0% |
Q4 2014 | $2,385,000 | – | 19,500 | – | 0.01% | – |
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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% |