ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 576 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.44 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $382,083 | -4.6% | 1,559 | -1.0% | 0.02% | 0.0% |
Q2 2023 | $400,587 | +2.3% | 1,574 | -5.4% | 0.02% | +4.8% |
Q1 2023 | $391,431 | +6.7% | 1,663 | +0.1% | 0.02% | +10.5% |
Q4 2022 | $366,822 | +6.6% | 1,662 | 0.0% | 0.02% | -9.5% |
Q3 2022 | $344,000 | -5.2% | 1,662 | -0.4% | 0.02% | 0.0% |
Q2 2022 | $363,000 | -18.1% | 1,668 | -1.2% | 0.02% | 0.0% |
Q1 2022 | $443,000 | -5.5% | 1,689 | 0.0% | 0.02% | -4.5% |
Q4 2021 | $469,000 | +4.0% | 1,689 | -4.6% | 0.02% | -4.3% |
Q3 2021 | $451,000 | -0.9% | 1,771 | -0.3% | 0.02% | 0.0% |
Q2 2021 | $455,000 | +6.6% | 1,776 | -1.3% | 0.02% | 0.0% |
Q1 2021 | $427,000 | +6.2% | 1,799 | +0.1% | 0.02% | -4.2% |
Q4 2020 | $402,000 | +0.2% | 1,798 | -12.3% | 0.02% | -14.3% |
Q3 2020 | $401,000 | -44.7% | 2,051 | -49.0% | 0.03% | -47.2% |
Q2 2020 | $725,000 | +22.3% | 4,025 | +0.7% | 0.05% | +1.9% |
Q1 2020 | $593,000 | -21.7% | 3,997 | -0.5% | 0.05% | +6.1% |
Q4 2019 | $757,000 | +8.5% | 4,018 | +0.0% | 0.05% | -12.5% |
Q3 2019 | $698,000 | +1.5% | 4,017 | +0.7% | 0.06% | 0.0% |
Q2 2019 | $688,000 | +2.5% | 3,990 | -0.9% | 0.06% | 0.0% |
Q1 2019 | $671,000 | +19.2% | 4,028 | +5.2% | 0.06% | +5.7% |
Q4 2018 | $563,000 | -21.5% | 3,829 | -8.0% | 0.05% | -10.2% |
Q3 2018 | $717,000 | +11.2% | 4,162 | +4.8% | 0.06% | +7.3% |
Q2 2018 | $645,000 | +3.2% | 3,972 | -0.6% | 0.06% | +3.8% |
Q1 2018 | $625,000 | -1.1% | 3,995 | +0.0% | 0.05% | +1.9% |
Q4 2017 | $632,000 | +6.6% | 3,994 | +0.5% | 0.05% | +2.0% |
Q3 2017 | $593,000 | +3.7% | 3,974 | +0.1% | 0.05% | 0.0% |
Q2 2017 | $572,000 | +0.5% | 3,972 | -2.3% | 0.05% | -1.9% |
Q1 2017 | $569,000 | +4.4% | 4,066 | -0.8% | 0.05% | +2.0% |
Q4 2016 | $545,000 | +3.8% | 4,100 | +0.0% | 0.05% | 0.0% |
Q3 2016 | $525,000 | +3.3% | 4,098 | +0.0% | 0.05% | 0.0% |
Q2 2016 | $508,000 | +2.6% | 4,096 | 0.0% | 0.05% | -5.6% |
Q1 2016 | $495,000 | -7.8% | 4,096 | -8.2% | 0.05% | -11.5% |
Q4 2015 | $537,000 | +5.5% | 4,462 | -0.2% | 0.06% | +1.7% |
Q3 2015 | $509,000 | +3.9% | 4,471 | +13.2% | 0.06% | +13.2% |
Q2 2015 | $490,000 | -0.4% | 3,949 | -0.6% | 0.05% | 0.0% |
Q1 2015 | $492,000 | -54.9% | 3,974 | -55.5% | 0.05% | -56.2% |
Q4 2014 | $1,091,000 | +73.4% | 8,921 | +65.7% | 0.12% | +75.4% |
Q3 2014 | $629,000 | +14.6% | 5,384 | +15.4% | 0.07% | +19.0% |
Q2 2014 | $549,000 | -13.7% | 4,667 | -17.5% | 0.06% | -17.1% |
Q1 2014 | $636,000 | – | 5,660 | – | 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% |