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 | ||||
---|---|---|---|---|---|---|
Q2 2021 | $682,000 | +9.8% | 2,619 | 0.0% | 0.09% | 0.0% |
Q1 2021 | $621,000 | +6.2% | 2,619 | 0.0% | 0.09% | -1.1% |
Q4 2020 | $585,000 | +14.0% | 2,619 | 0.0% | 0.09% | -1.1% |
Q3 2020 | $513,000 | +8.7% | 2,619 | 0.0% | 0.09% | -8.0% |
Q2 2020 | $472,000 | +2.8% | 2,619 | -15.4% | 0.10% | -12.3% |
Q1 2020 | $459,000 | -21.3% | 3,094 | 0.0% | 0.11% | +23.9% |
Q4 2019 | $583,000 | +10.0% | 3,094 | 0.0% | 0.09% | +4.5% |
Q3 2019 | $530,000 | -48.1% | 3,094 | -42.6% | 0.09% | -53.4% |
Q2 2019 | $1,022,000 | -0.4% | 5,389 | -4.3% | 0.19% | -0.5% |
Q1 2019 | $1,026,000 | +5.3% | 5,634 | 0.0% | 0.19% | -10.4% |
Q4 2018 | $974,000 | -9.6% | 5,634 | 0.0% | 0.21% | -0.9% |
Q3 2018 | $1,077,000 | +10.3% | 5,634 | 0.0% | 0.21% | +4.9% |
Q2 2018 | $976,000 | -9.4% | 5,634 | -8.9% | 0.20% | -10.5% |
Q1 2018 | $1,077,000 | -0.2% | 6,184 | 0.0% | 0.23% | +16.9% |
Q4 2017 | $1,079,000 | +6.8% | 6,184 | 0.0% | 0.20% | -1.0% |
Q3 2017 | $1,010,000 | +5.8% | 6,184 | 0.0% | 0.20% | +2.1% |
Q2 2017 | $955,000 | +87.3% | 6,184 | +69.7% | 0.19% | +87.4% |
Q1 2017 | $510,000 | +5.2% | 3,644 | 0.0% | 0.10% | -4.6% |
Q4 2016 | $485,000 | +5.4% | 3,644 | 0.0% | 0.11% | +2.9% |
Q3 2016 | $460,000 | +1.8% | 3,644 | 0.0% | 0.10% | +1.0% |
Q2 2016 | $452,000 | +2.7% | 3,644 | 0.0% | 0.10% | -2.8% |
Q1 2016 | $440,000 | +0.5% | 3,644 | 0.0% | 0.11% | -5.3% |
Q4 2015 | $438,000 | +2.3% | 3,644 | -3.1% | 0.11% | -3.4% |
Q3 2015 | $428,000 | -8.2% | 3,759 | 0.0% | 0.12% | -2.5% |
Q2 2015 | $466,000 | -1.5% | 3,759 | -1.6% | 0.12% | -0.8% |
Q1 2015 | $473,000 | -32.3% | 3,819 | -38.6% | 0.12% | -34.9% |
Q1 2014 | $699,000 | +0.7% | 6,220 | -0.8% | 0.19% | -2.1% |
Q4 2013 | $694,000 | +6.1% | 6,268 | -3.0% | 0.19% | -3.1% |
Q3 2013 | $654,000 | +3.5% | 6,465 | -1.3% | 0.20% | -1.0% |
Q2 2013 | $632,000 | – | 6,552 | – | 0.20% | – |
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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% |