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 | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $3,870,000 | +22.5% | 22,272 | +21.5% | 0.04% | +23.3% |
| Q2 2019 | $3,159,000 | +3.4% | 18,326 | 0.0% | 0.03% | 0.0% |
| Q1 2019 | $3,055,000 | -77.7% | 18,326 | -80.4% | 0.03% | -79.9% |
| Q4 2018 | $13,726,000 | +4162.7% | 93,424 | +4906.6% | 0.15% | +4866.7% |
| Q3 2018 | $322,000 | -97.0% | 1,866 | -97.2% | 0.00% | -96.9% |
| Q4 2017 | $10,713,000 | +2500.2% | 67,732 | +2352.3% | 0.10% | +2325.0% |
| Q3 2017 | $412,000 | -96.3% | 2,762 | -96.7% | 0.00% | -96.0% |
| Q4 2016 | $11,227,000 | +22.7% | 84,426 | +11.0% | 0.10% | +24.7% |
| Q4 2015 | $9,149,000 | +2104.6% | 76,049 | +1988.1% | 0.08% | +1925.0% |
| Q3 2015 | $415,000 | -12.8% | 3,642 | -6.4% | 0.00% | 0.0% |
| Q4 2014 | $476,000 | -83.6% | 3,892 | -85.1% | 0.00% | -85.2% |
| Q4 2013 | $2,899,000 | – | 26,204 | – | 0.03% | – |
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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% |