Wechter Feldman Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IWV and the CUSIP is 464287689. A total of 360 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.43 and the average weighting 1.0%.

Quarter-by-quarter ownership
Wechter Feldman Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$20,722,000
+7.4%
109,935
-1.0%
13.82%
+13.5%
Q3 2019$19,293,000
-0.5%
111,028
-1.3%
12.17%
-5.3%
Q2 2019$19,397,000
+1.6%
112,540
-1.7%
12.85%
+3.1%
Q1 2019$19,083,000
+14.0%
114,476
+0.5%
12.46%
-22.7%
Q4 2018$16,743,000
-15.8%
113,961
-1.2%
16.11%
+32.6%
Q3 2018$19,879,000
+3.4%
115,377
-2.6%
12.15%
-8.2%
Q2 2018$19,226,000
-1.4%
118,469
-5.0%
13.23%
-4.0%
Q1 2018$19,502,000
-7.1%
124,740
-6.1%
13.78%
-6.2%
Q4 2017$21,003,000
+3.2%
132,788
-2.6%
14.69%
-5.9%
Q3 2017$20,352,000
+1.7%
136,333
-1.9%
15.61%
-2.6%
Q2 2017$20,009,000
+7.5%
138,933
+4.4%
16.04%
+25.4%
Q1 2017$18,612,000
+5.8%
133,036
+0.5%
12.78%
+10.9%
Q4 2016$17,598,000132,33811.52%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Evensky & Katz LLC 1,196,624$143,965,00034.48%
SCS Capital Management LLC 5,359,766$644,833,00028.86%
Tanglewood Wealth Management, Inc. 541,936$65,200,00025.83%
PITCAIRN CO 1,012,359$121,797,00013.53%
Wind River Trust Co 158,385$19,055,00013.25%
GM Advisory Group, LLC 211,036$25,390,00012.75%
Stairway Partners, LLC 207,189$24,927,00011.34%
Compass Financial Group, Inc. 95,386$11,476,00011.28%
Threshold Group LLC 62,380$7,505,0009.93%
McCutchen Group LLC 150,169$18,067,0009.11%
View complete list of ISHARES TR shareholders