ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 426 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 2.93 and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $323,969 | -4.1% | 1,322 | -0.5% | 0.01% | 0.0% |
Q2 2023 | $337,949 | -16.5% | 1,328 | -22.8% | 0.01% | -25.0% |
Q1 2023 | $404,905 | +90685.9% | 1,720 | -14.9% | 0.01% | -42.9% |
Q4 2022 | $446 | -99.9% | 2,022 | +2.6% | 0.01% | +7.7% |
Q3 2022 | $408,000 | -20.8% | 1,971 | -16.8% | 0.01% | -27.8% |
Q2 2022 | $515,000 | -25.5% | 2,368 | -10.1% | 0.02% | -33.3% |
Q1 2022 | $691,000 | -6.4% | 2,634 | -0.9% | 0.03% | -6.9% |
Q4 2021 | $738,000 | -30.8% | 2,659 | -36.4% | 0.03% | -43.1% |
Q3 2021 | $1,066,000 | 0.0% | 4,181 | +0.4% | 0.05% | 0.0% |
Q2 2021 | $1,066,000 | -8.6% | 4,164 | -15.3% | 0.05% | -7.3% |
Q1 2021 | $1,166,000 | -11.4% | 4,916 | -16.5% | 0.06% | -17.9% |
Q4 2020 | $1,316,000 | +11.6% | 5,885 | -2.3% | 0.07% | -19.3% |
Q3 2020 | $1,179,000 | -89.7% | 6,026 | -90.5% | 0.08% | -91.3% |
Q2 2020 | $11,477,000 | +3566.8% | 63,737 | +3299.3% | 0.96% | +2640.0% |
Q1 2019 | $313,000 | +13.8% | 1,875 | 0.0% | 0.04% | +6.1% |
Q4 2018 | $275,000 | -14.9% | 1,875 | 0.0% | 0.03% | -8.3% |
Q3 2018 | $323,000 | -30.8% | 1,875 | -34.8% | 0.04% | -36.8% |
Q2 2018 | $467,000 | +4.0% | 2,875 | 0.0% | 0.06% | -6.6% |
Q1 2018 | $449,000 | – | 2,875 | – | 0.06% | – |
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% |