ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 453 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.78 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $29,519,000 | +94.4% | 163,938 | +60.2% | 0.03% | +70.0% |
| Q1 2020 | $15,183,000 | -45.4% | 102,361 | -30.6% | 0.02% | -20.0% |
| Q4 2019 | $27,812,000 | +49.2% | 147,551 | +37.6% | 0.02% | +38.9% |
| Q3 2019 | $18,640,000 | -26.9% | 107,267 | -27.5% | 0.02% | -25.0% |
| Q2 2019 | $25,485,000 | -56.2% | 147,862 | -57.6% | 0.02% | -58.6% |
| Q1 2019 | $58,172,000 | +307.9% | 348,962 | +259.5% | 0.06% | +262.5% |
| Q4 2018 | $14,260,000 | – | 97,063 | – | 0.02% | – |
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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% |