ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 652 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.23 and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2022 | $14,371,837 | +15.0% | 65,125 | – | 5.36% | +11.9% |
Q3 2022 | $12,495,000 | -11.1% | 0 | -100.0% | 4.79% | +2.7% |
Q2 2022 | $14,048,000 | -17.3% | 64,623 | -0.2% | 4.66% | -9.6% |
Q1 2022 | $16,987,000 | -5.4% | 64,743 | 0.0% | 5.16% | -0.7% |
Q4 2021 | $17,966,000 | +8.9% | 64,743 | 0.0% | 5.20% | +3.0% |
Q3 2021 | $16,500,000 | -0.9% | 64,743 | -0.5% | 5.04% | +0.8% |
Q2 2021 | $16,650,000 | +14.2% | 65,060 | -0.3% | 5.00% | +2.4% |
Q4 2020 | $14,582,000 | +13.2% | 65,230 | -0.9% | 4.88% | +0.2% |
Q3 2020 | $12,879,000 | +14.9% | 65,807 | +5.7% | 4.87% | +8.1% |
Q2 2020 | $11,208,000 | +24.1% | 62,246 | +2.3% | 4.51% | +16.8% |
Q1 2020 | $9,029,000 | -22.0% | 60,870 | -0.9% | 3.86% | +4.0% |
Q4 2019 | $11,576,000 | +8.5% | 61,413 | 0.0% | 3.71% | +5.0% |
Q3 2019 | $10,672,000 | +20.5% | 61,413 | +1.9% | 3.53% | +15.3% |
Q4 2018 | $8,858,000 | +1103.5% | 60,289 | +1311.6% | 3.06% | +1274.0% |
Q3 2018 | $736,000 | +6.2% | 4,271 | 0.0% | 0.22% | -31.4% |
Q2 2018 | $693,000 | +3.7% | 4,271 | 0.0% | 0.32% | +54.8% |
Q1 2018 | $668,000 | -1.2% | 4,271 | 0.0% | 0.21% | -0.5% |
Q4 2017 | $676,000 | +6.0% | 4,271 | 0.0% | 0.21% | +2.9% |
Q3 2017 | $638,000 | +3.7% | 4,271 | 0.0% | 0.20% | -2.4% |
Q2 2017 | $615,000 | +2.8% | 4,271 | 0.0% | 0.21% | +1.4% |
Q1 2017 | $598,000 | +5.3% | 4,271 | 0.0% | 0.21% | +1.0% |
Q4 2016 | $568,000 | +3.8% | 4,271 | 0.0% | 0.20% | +5.1% |
Q3 2016 | $547,000 | +3.2% | 4,271 | 0.0% | 0.20% | +1.6% |
Q2 2016 | $530,000 | +2.7% | 4,271 | 0.0% | 0.19% | 0.0% |
Q1 2016 | $516,000 | -16.0% | 4,271 | -16.3% | 0.19% | -8.1% |
Q4 2015 | $614,000 | +26.3% | 5,101 | +19.4% | 0.21% | +20.1% |
Q3 2015 | $486,000 | -8.3% | 4,271 | 0.0% | 0.17% | -3.3% |
Q2 2015 | $530,000 | -1.1% | 4,271 | 0.0% | 0.18% | +1.7% |
Q1 2015 | $536,000 | +2.1% | 4,271 | 0.0% | 0.18% | 0.0% |
Q4 2014 | $525,000 | +1.4% | 4,271 | 0.0% | 0.18% | -6.3% |
Q3 2014 | $518,000 | +3.0% | 4,271 | 0.0% | 0.19% | +1.1% |
Q2 2014 | $503,000 | +4.8% | 4,271 | 0.0% | 0.19% | -0.5% |
Q1 2014 | $480,000 | +1.5% | 4,271 | 0.0% | 0.19% | +1.6% |
Q4 2013 | $473,000 | +9.5% | 4,271 | 0.0% | 0.18% | -2.1% |
Q3 2013 | $432,000 | +4.9% | 4,271 | 0.0% | 0.19% | -2.6% |
Q2 2013 | $412,000 | – | 4,271 | – | 0.19% | – |
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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% |