ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 354 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.45 and the average weighting 1.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $620,982 | -10.7% | 2,534 | -7.3% | 0.00% | 0.0% |
Q2 2023 | $695,748 | +6.2% | 2,734 | -1.8% | 0.00% | 0.0% |
Q1 2023 | $655,381 | +6.5% | 2,784 | -0.2% | 0.00% | 0.0% |
Q4 2022 | $615,477 | +6.7% | 2,789 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $577,000 | -4.8% | 2,789 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $606,000 | -17.2% | 2,789 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $732,000 | -0.8% | 2,789 | +4.9% | 0.00% | 0.0% |
Q4 2021 | $738,000 | +10.6% | 2,658 | +1.5% | 0.00% | 0.0% |
Q3 2021 | $667,000 | -3.8% | 2,618 | -3.3% | 0.00% | 0.0% |
Q2 2021 | $693,000 | +7.3% | 2,708 | -0.6% | 0.00% | 0.0% |
Q1 2021 | $646,000 | +6.1% | 2,723 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $609,000 | +14.3% | 2,723 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $533,000 | -39.4% | 2,723 | -44.3% | 0.00% | 0.0% |
Q2 2020 | $880,000 | +21.4% | 4,890 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $725,000 | -21.2% | 4,890 | +0.1% | 0.00% | 0.0% |
Q4 2019 | $920,000 | +8.4% | 4,885 | +0.0% | 0.00% | 0.0% |
Q3 2019 | $849,000 | +0.8% | 4,883 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $842,000 | -0.6% | 4,883 | -3.9% | 0.00% | 0.0% |
Q1 2019 | $847,000 | -17.2% | 5,083 | -26.9% | 0.00% | 0.0% |
Q4 2018 | $1,023,000 | +14.6% | 6,958 | +34.3% | 0.00% | 0.0% |
Q3 2018 | $893,000 | +4.2% | 5,180 | -1.9% | 0.00% | 0.0% |
Q2 2018 | $857,000 | +103.1% | 5,280 | +95.6% | 0.00% | – |
Q1 2018 | $422,000 | -1.2% | 2,700 | 0.0% | 0.00% | – |
Q4 2017 | $427,000 | +6.0% | 2,700 | 0.0% | 0.00% | -100.0% |
Q3 2017 | $403,000 | -62.1% | 2,700 | -63.4% | 0.00% | 0.0% |
Q2 2017 | $1,063,000 | -16.4% | 7,384 | -18.7% | 0.00% | -50.0% |
Q1 2017 | $1,271,000 | -0.8% | 9,083 | -5.7% | 0.00% | 0.0% |
Q4 2016 | $1,281,000 | +32.6% | 9,633 | +27.9% | 0.00% | +100.0% |
Q3 2016 | $966,000 | -91.5% | 7,534 | -91.8% | 0.00% | -93.8% |
Q2 2016 | $11,427,000 | -2.7% | 92,139 | -5.2% | 0.02% | 0.0% |
Q1 2016 | $11,746,000 | -12.2% | 97,185 | -12.6% | 0.02% | -11.1% |
Q4 2015 | $13,375,000 | +53.0% | 111,173 | +44.8% | 0.02% | +63.6% |
Q3 2015 | $8,743,000 | +27.1% | 76,763 | +38.3% | 0.01% | +37.5% |
Q2 2015 | $6,880,000 | -2.1% | 55,494 | -2.2% | 0.01% | 0.0% |
Q1 2015 | $7,031,000 | +605.9% | 56,767 | +597.0% | 0.01% | +700.0% |
Q4 2014 | $996,000 | -41.3% | 8,145 | -44.0% | 0.00% | -50.0% |
Q3 2014 | $1,697,000 | – | 14,537 | – | 0.00% | – |
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% |