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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $719,496 | -3.7% | 2,936 | 0.0% | 0.09% | -2.2% |
Q2 2023 | $747,153 | -19.7% | 2,936 | -25.7% | 0.09% | -23.1% |
Q1 2023 | $930,576 | -40.3% | 3,953 | -44.0% | 0.12% | -40.0% |
Q4 2022 | $1,558,221 | -67.0% | 7,061 | -69.1% | 0.20% | -68.3% |
Q3 2022 | $4,725,000 | +536.8% | 22,821 | +569.0% | 0.62% | +540.6% |
Q2 2022 | $742,000 | -70.9% | 3,411 | -64.9% | 0.10% | -66.2% |
Q1 2022 | $2,548,000 | +213.8% | 9,710 | +53.3% | 0.28% | +49.5% |
Q3 2016 | $812,000 | +3.4% | 6,332 | 0.0% | 0.19% | +1.1% |
Q2 2016 | $785,000 | +2.6% | 6,332 | 0.0% | 0.19% | +1.6% |
Q1 2016 | $765,000 | – | 6,332 | – | 0.18% | – |
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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% |