ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 425 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.21 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $433,756 | -3.7% | 1,770 | 0.0% | 0.06% | +3.6% |
| Q2 2023 | $450,430 | +8.1% | 1,770 | 0.0% | 0.06% | +3.8% |
| Q1 2023 | $416,676 | +6.7% | 1,770 | 0.0% | 0.05% | -3.6% |
| Q4 2022 | $390,604 | +6.7% | 1,770 | 0.0% | 0.06% | -1.8% |
| Q3 2022 | $366,000 | -4.9% | 1,770 | 0.0% | 0.06% | -3.4% |
| Q2 2022 | $385,000 | -17.0% | 1,770 | 0.0% | 0.06% | -4.9% |
| Q1 2022 | $464,000 | -5.5% | 1,770 | 0.0% | 0.06% | +1.7% |
| Q4 2021 | $491,000 | +8.9% | 1,770 | 0.0% | 0.06% | 0.0% |
| Q3 2021 | $451,000 | -0.4% | 1,770 | 0.0% | 0.06% | -1.6% |
| Q2 2021 | $453,000 | +7.9% | 1,770 | 0.0% | 0.06% | +5.2% |
| Q1 2021 | $420,000 | +6.1% | 1,770 | 0.0% | 0.06% | -1.7% |
| Q4 2020 | $396,000 | +14.5% | 1,770 | 0.0% | 0.06% | -1.7% |
| Q3 2020 | $346,000 | +8.5% | 1,770 | 0.0% | 0.06% | +3.4% |
| Q2 2020 | $319,000 | +21.3% | 1,770 | 0.0% | 0.06% | +1.8% |
| Q1 2020 | $263,000 | -21.3% | 1,770 | 0.0% | 0.06% | -1.7% |
| Q4 2019 | $334,000 | +8.4% | 1,770 | 0.0% | 0.06% | +3.6% |
| Q3 2019 | $308,000 | +1.0% | 1,770 | 0.0% | 0.06% | +9.8% |
| Q2 2019 | $305,000 | +3.4% | 1,770 | 0.0% | 0.05% | -3.8% |
| Q1 2019 | $295,000 | +13.5% | 1,770 | 0.0% | 0.05% | -1.9% |
| Q4 2018 | $260,000 | -14.8% | 1,770 | 0.0% | 0.05% | -15.6% |
| Q3 2018 | $305,000 | +6.3% | 1,770 | 0.0% | 0.06% | -4.5% |
| Q2 2018 | $287,000 | +3.6% | 1,770 | 0.0% | 0.07% | +4.7% |
| Q1 2018 | $277,000 | -1.1% | 1,770 | 0.0% | 0.06% | -7.2% |
| Q4 2017 | $280,000 | – | 1,770 | – | 0.07% | – |
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% |