ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 663 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 8.09 and the average weighting 0.8%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $58,746 | -0.4% | 239,721 | +3.4% | 0.88% | +5.3% |
Q2 2023 | $59,010 | +5.2% | 231,886 | -2.7% | 0.84% | +0.8% |
Q1 2023 | $56,091 | +21.2% | 238,268 | +13.6% | 0.83% | +27.6% |
Q4 2022 | $46,286 | -99.9% | 209,744 | +1.5% | 0.65% | -13.8% |
Q3 2022 | $42,781,000 | -5.8% | 206,632 | -1.1% | 0.76% | -3.3% |
Q2 2022 | $45,416,000 | -2.8% | 208,913 | +17.3% | 0.78% | +11.9% |
Q1 2022 | $46,746,000 | +10106.6% | 178,167 | +10704.5% | 0.70% | +8625.0% |
Q4 2021 | $458,000 | +9.0% | 1,649 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $420,000 | -0.5% | 1,649 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $422,000 | +3.9% | 1,649 | -3.7% | 0.01% | -11.1% |
Q1 2021 | $406,000 | +10.0% | 1,713 | +3.9% | 0.01% | 0.0% |
Q4 2020 | $369,000 | +14.2% | 1,649 | 0.0% | 0.01% | +12.5% |
Q3 2020 | $323,000 | +48.8% | 1,649 | +36.6% | 0.01% | +33.3% |
Q2 2020 | $217,000 | -55.8% | 1,207 | -53.6% | 0.01% | -50.0% |
Q4 2019 | $491,000 | +107.2% | 2,603 | +90.6% | 0.01% | +50.0% |
Q3 2019 | $237,000 | +0.9% | 1,366 | 0.0% | 0.01% | +14.3% |
Q2 2019 | $235,000 | +167.0% | 1,366 | +81.4% | 0.01% | -30.0% |
Q3 2014 | $88,000 | – | 753 | – | 0.01% | – |
Download |
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% |