ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 313 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.05 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,225,000 | +8.4% | 6,500 | 0.0% | 0.10% | 0.0% |
| Q3 2019 | $1,130,000 | +0.9% | 6,500 | 0.0% | 0.10% | +6.1% |
| Q2 2019 | $1,120,000 | +3.3% | 6,500 | 0.0% | 0.10% | +3.1% |
| Q1 2019 | $1,084,000 | +13.5% | 6,500 | 0.0% | 0.10% | -5.9% |
| Q4 2018 | $955,000 | -14.7% | 6,500 | 0.0% | 0.10% | +10.9% |
| Q3 2018 | $1,120,000 | +6.2% | 6,500 | 0.0% | 0.09% | -2.1% |
| Q2 2018 | $1,055,000 | -59.1% | 6,500 | -60.6% | 0.09% | -56.3% |
| Q1 2018 | $2,580,000 | -1.1% | 16,500 | 0.0% | 0.22% | +4.9% |
| Q4 2017 | $2,610,000 | +6.0% | 16,500 | 0.0% | 0.20% | +1.5% |
| Q3 2017 | $2,463,000 | +3.7% | 16,500 | 0.0% | 0.20% | 0.0% |
| Q2 2017 | $2,376,000 | +2.9% | 16,500 | 0.0% | 0.20% | +6.3% |
| Q1 2017 | $2,308,000 | -24.9% | 16,500 | -28.6% | 0.19% | -22.4% |
| Q4 2016 | $3,073,000 | -2.7% | 23,105 | -6.2% | 0.24% | -10.3% |
| Q3 2016 | $3,159,000 | -25.8% | 24,640 | -28.2% | 0.27% | -25.8% |
| Q2 2016 | $4,256,000 | +60.1% | 34,315 | +56.0% | 0.37% | +61.4% |
| Q1 2016 | $2,658,000 | – | 21,990 | – | 0.23% | – |
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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% |