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 | ||||
---|---|---|---|---|---|---|
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% | – |
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% |