ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 282 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.37 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2018 | $699,000 | -15.4% | 4,758 | -0.3% | 0.09% | -4.1% |
Q3 2018 | $826,000 | +6.4% | 4,770 | -0.3% | 0.10% | +3.2% |
Q2 2018 | $776,000 | +0.3% | 4,783 | -3.4% | 0.09% | -3.1% |
Q1 2018 | $774,000 | -7.0% | 4,949 | -5.9% | 0.10% | -7.6% |
Q4 2017 | $832,000 | +8.9% | 5,262 | +2.8% | 0.10% | -0.9% |
Q3 2017 | $764,000 | -2.1% | 5,118 | -5.5% | 0.11% | -8.6% |
Q2 2017 | $780,000 | +1.8% | 5,418 | -1.1% | 0.12% | -4.1% |
Q1 2017 | $766,000 | -48.6% | 5,478 | -55.1% | 0.12% | -67.0% |
Q4 2016 | $1,491,000 | +71.8% | 12,195 | +80.1% | 0.37% | +115.9% |
Q3 2016 | $868,000 | -3.6% | 6,771 | -6.6% | 0.17% | -11.0% |
Q2 2016 | $900,000 | -9.1% | 7,253 | -11.5% | 0.19% | -55.3% |
Q1 2016 | $990,000 | -28.5% | 8,192 | -28.8% | 0.43% | -26.6% |
Q4 2015 | $1,384,000 | +17.5% | 11,505 | +11.2% | 0.58% | -2.0% |
Q3 2015 | $1,178,000 | -15.9% | 10,346 | -8.5% | 0.59% | -2.3% |
Q2 2015 | $1,401,000 | +1.2% | 11,303 | +1.1% | 0.61% | -5.3% |
Q1 2015 | $1,385,000 | -7.1% | 11,181 | -8.3% | 0.64% | +40.5% |
Q4 2014 | $1,491,000 | +2.2% | 12,195 | -2.4% | 0.46% | -51.6% |
Q3 2014 | $1,459,000 | -3.1% | 12,495 | -2.2% | 0.94% | -30.8% |
Q2 2014 | $1,505,000 | +10.9% | 12,782 | +5.8% | 1.36% | +6.0% |
Q1 2014 | $1,357,000 | +35.6% | 12,082 | +33.5% | 1.29% | +26.5% |
Q4 2013 | $1,001,000 | +72.0% | 9,048 | +57.1% | 1.02% | +54.2% |
Q3 2013 | $582,000 | – | 5,758 | – | 0.66% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Evensky & Katz LLC | 1,196,624 | $143,965,000 | 34.48% |
SCS Capital Management LLC | 5,359,766 | $644,833,000 | 28.86% |
Tanglewood Wealth Management, Inc. | 541,936 | $65,200,000 | 25.83% |
PITCAIRN CO | 1,012,359 | $121,797,000 | 13.53% |
Wind River Trust Co | 158,385 | $19,055,000 | 13.25% |
GM Advisory Group, LLC | 211,036 | $25,390,000 | 12.75% |
Stairway Partners, LLC | 207,189 | $24,927,000 | 11.34% |
Compass Financial Group, Inc. | 95,386 | $11,476,000 | 11.28% |
Threshold Group LLC | 62,380 | $7,505,000 | 9.93% |
McCutchen Group LLC | 150,169 | $18,067,000 | 9.11% |